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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 | $3,761 | $131,835-97.1% | $108,582-96.5% | $273,972-98.6% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 21.69% | -91.57%+113.3pp | -51.70%+73.4pp | 41.46%-19.8pp |
| Employer contribution / active EE | $1,500 | $4,913-69.5% | $3,758-60.1% | $4,869-69.2% |
| Participant deferral / active EE | $1,432 | $5,127-72.1% | $4,311-66.8% | $5,287-72.9% |
| Admin fee / account holder | $220 | $10,253-97.9% | $7,645-97.1% | $10,133-97.8% |