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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 | $6,941 | $183,539-96.2% | $155,556-95.5% | $145,897-95.2% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 15.38% | 61.31%-45.9pp | 64.84%-49.5pp | 552.29%-536.9pp |
| Employer contribution / active EE | $1,113 | $5,315-79.1% | $4,675-76.2% | $4,663-76.1% |
| Participant deferral / active EE | $770 | $6,467-88.1% | $5,631-86.3% | $6,689-88.5% |
| Admin fee / account holder | $211 | $19,275-98.9% | $15,885-98.7% | $13,390-98.4% |