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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 | $17,045 | $125,237-86.4% | $105,608-83.9% | $145,877-88.3% |
| Participation rate | 88.9% | 77.7%+11.2pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 15.58% | 225.76%-210.2pp | 116.50%-100.9pp | 551.28%-535.7pp |
| Employer contribution / active EE | $1,099 | $3,720-70.5% | $3,167-65.3% | $4,663-76.4% |
| Participant deferral / active EE | $1,498 | $5,711-73.8% | $5,010-70.1% | $6,691-77.6% |
| Admin fee / account holder | $90 | $17,287-99.5% | $11,028-99.2% | $13,402-99.3% |