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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 | $9,140 | $107,368-91.5% | $92,915-90.2% | $152,909-94.0% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 16.13% | 145.64%-129.5pp | 109.45%-93.3pp | 345.46%-329.3pp |
| Employer contribution / active EE | $889 | $4,222-78.9% | $3,653-75.7% | $4,764-81.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $55 | $7,082-99.2% | $5,796-99.0% | $11,601-99.5% |