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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 | $9,712 | $166,242-94.2% | $165,071-94.1% | $145,884-93.3% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 9.10% | 100.44%-91.3pp | 70.17%-61.1pp | 551.85%-542.7pp |
| Employer contribution / active EE | $1,408 | $5,283-73.4% | $4,347-67.6% | $4,662-69.8% |
| Participant deferral / active EE | $494 | $6,964-92.9% | $6,035-91.8% | $6,690-92.6% |
| Admin fee / account holder | $155 | $16,658-99.1% | $12,695-98.8% | $13,392-98.8% |