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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 | $5,618 | $157,276-96.4% | $141,177-96.0% | $152,885-96.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 58.32% | 64.33%-6.0pp | 71.40%-13.1pp | 345.39%-287.1pp |
| Employer contribution / active EE | $1,897 | $5,262-63.9% | $4,736-59.9% | $4,763-60.2% |
| Participant deferral / active EE | $2,082 | $7,110-70.7% | $6,710-69.0% | $5,851-64.4% |
| Admin fee / account holder | $13 | $12,123-99.9% | $10,263-99.9% | $11,598-99.9% |