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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 | $8,115 | $157,296-94.8% | $141,191-94.3% | $152,897-94.7% |
| Participation rate | 79.2% | 84.8%-5.7pp | 82.5%-3.3pp | 82.5%-3.3pp |
| Annual return | 38.21% | 64.34%-26.1pp | 71.41%-33.2pp | 345.43%-307.2pp |
| Employer contribution / active EE | $1,333 | $5,262-74.7% | $4,736-71.8% | $4,764-72.0% |
| Participant deferral / active EE | $2,297 | $7,111-67.7% | $6,710-65.8% | $5,851-60.7% |
| Admin fee / account holder | $61 | $12,125-99.5% | $10,264-99.4% | $11,599-99.5% |