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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,634 | $97,550-96.3% | $120,344-97.0% | $87,485-95.8% |
| Participation rate | 84.2% | 72.8%+11.4pp | 76.7%+7.5pp | 68.9%+15.3pp |
| Annual return | 211.67% | 18.41%+193.3pp | 20.30%+191.4pp | 26.06%+185.6pp |
| Employer contribution / active EE | $1,369 | $2,291-40.2% | $3,020-54.7% | $2,596-47.3% |
| Participant deferral / active EE | $1,866 | $4,230-55.9% | $5,135-63.7% | $4,274-56.3% |
| Admin fee / account holder | $19 | $9,543-99.8% | $12,742-99.8% | $7,775-99.7% |