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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 | $8,894 | $110,212-91.9% | $96,534-90.8% | $139,466-93.6% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.6pp | 80.3%-8.9pp |
| Annual return | 207.37% | 26.42%+181.0pp | 25.88%+181.5pp | 373.66%-166.3pp |
| Employer contribution / active EE | $992 | $3,620-72.6% | $2,965-66.6% | $4,754-79.1% |
| Participant deferral / active EE | $1,267 | $5,547-77.2% | $4,851-73.9% | $6,712-81.1% |
| Admin fee / account holder | $62 | $11,599-99.5% | $8,253-99.3% | $11,409-99.5% |