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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 | $3,338 | $183,592-98.2% | $155,574-97.9% | $145,877-97.7% |
| Participation rate | 91.3% | 82.7%+8.6pp | 78.2%+13.1pp | 80.3%+11.0pp |
| Annual return | 18.91% | 61.37%-42.5pp | 64.87%-46.0pp | 551.28%-532.4pp |
| Employer contribution / active EE | $1,058 | $5,317-80.1% | $4,676-77.4% | $4,663-77.3% |
| Participant deferral / active EE | $1,355 | $6,466-79.0% | $5,629-75.9% | $6,691-79.7% |
| Admin fee / account holder | $258 | $19,316-98.7% | $15,914-98.4% | $13,402-98.1% |