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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 | $6,282 | $121,701-94.8% | $104,639-94.0% | $158,982-96.0% |
| Participation rate | 87.5% | 77.5%+10.0pp | 74.1%+13.4pp | 82.0%+5.5pp |
| Annual return | 26.23% | 465.72%-439.5pp | 340.67%-314.4pp | 302.99%-276.8pp |
| Employer contribution / active EE | $1,676 | $3,165-47.1% | $2,682-37.5% | $4,763-64.8% |
| Participant deferral / active EE | $575 | $4,176-86.2% | $3,738-84.6% | $5,983-90.4% |
| Admin fee / account holder | $17 | $7,778-99.8% | $6,465-99.7% | $11,252-99.8% |