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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 | $18,036 | $196,972-90.8% | $182,262-90.1% | $198,609-90.9% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 12.88% | 158.27%-145.4pp | 140.60%-127.7pp | 202.70%-189.8pp |
| Employer contribution / active EE | $1,523 | $5,364-71.6% | $5,046-69.8% | $5,055-69.9% |
| Participant deferral / active EE | $1,802 | $8,643-79.2% | $8,276-78.2% | $6,977-74.2% |
| Admin fee / account holder | $40 | $18,429-99.8% | $16,712-99.8% | $19,030-99.8% |