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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 | $8,347 | $108,942-92.3% | $100,415-91.7% | $145,897-94.3% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 18.03% | 58.27%-40.2pp | 49.47%-31.4pp | 552.29%-534.3pp |
| Employer contribution / active EE | $1,422 | $4,422-67.8% | $3,943-63.9% | $4,663-69.5% |
| Participant deferral / active EE | $2,010 | $8,461-76.2% | $8,091-75.2% | $6,689-69.9% |
| Admin fee / account holder | $20 | $9,702-99.8% | $7,906-99.8% | $13,390-99.9% |