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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 | $9,028 | $138,076-93.5% | $123,553-92.7% | $135,380-93.3% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | 22.31% | 153.70%-131.4pp | 119.21%-96.9pp | 519.81%-497.5pp |
| Employer contribution / active EE | $1,220 | $5,152-76.3% | $4,628-73.6% | $4,779-74.5% |
| Participant deferral / active EE | $2,022 | $6,800-70.3% | $6,426-68.5% | $5,609-64.0% |
| Admin fee / account holder | $40 | $10,917-99.6% | $9,284-99.6% | $10,828-99.6% |