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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 | $17,204 | $157,296-89.1% | $141,191-87.8% | $152,897-88.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 19.29% | 64.34%-45.0pp | 71.41%-52.1pp | 345.43%-326.1pp |
| Employer contribution / active EE | $1,710 | $5,262-67.5% | $4,736-63.9% | $4,764-64.1% |
| Participant deferral / active EE | $2,215 | $7,111-68.9% | $6,710-67.0% | $5,851-62.1% |
| Admin fee / account holder | $114 | $12,125-99.1% | $10,264-98.9% | $11,599-99.0% |