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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 | $100,194-96.4% | $122,979-97.0% | $86,983-95.8% |
| Participation rate | 84.2% | 73.0%+11.2pp | 77.2%+7.0pp | 69.5%+14.7pp |
| Annual return | 211.67% | 16.47%+195.2pp | 20.12%+191.6pp | 25.83%+185.8pp |
| Employer contribution / active EE | $1,369 | $2,326-41.1% | $3,062-55.3% | $2,584-47.0% |
| Participant deferral / active EE | $1,866 | $4,133-54.8% | $5,003-62.7% | $4,194-55.5% |
| Admin fee / account holder | $19 | $10,148-99.8% | $12,864-99.8% | $7,856-99.8% |