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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 | $108,897-92.3% | $100,378-91.7% | $145,877-94.3% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 18.03% | 58.17%-40.1pp | 49.41%-31.4pp | 551.28%-533.3pp |
| Employer contribution / active EE | $1,422 | $4,420-67.8% | $3,942-63.9% | $4,663-69.5% |
| Participant deferral / active EE | $2,010 | $8,455-76.2% | $8,087-75.1% | $6,691-70.0% |
| Admin fee / account holder | $20 | $9,690-99.8% | $7,899-99.8% | $13,402-99.9% |