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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 | $2,991 | $115,796-97.4% | $101,264-97.0% | $158,950-98.1% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 29.61% | 56.15%-26.5pp | 46.48%-16.9pp | 302.91%-273.3pp |
| Employer contribution / active EE | $1,153 | $4,175-72.4% | $3,660-68.5% | $4,762-75.8% |
| Participant deferral / active EE | $1,307 | $4,958-73.6% | $4,370-70.1% | $5,983-78.2% |
| Admin fee / account holder | $86 | $7,247-98.8% | $5,947-98.6% | $11,248-99.2% |