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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 | $8,834 | $108,911-91.9% | $100,392-91.2% | $145,884-93.9% |
| Participation rate | 91.3% | 83.0%+8.3pp | 81.5%+9.8pp | 80.3%+11.0pp |
| Annual return | 11.13% | 58.23%-47.1pp | 49.45%-38.3pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,056 | $4,420-76.1% | $3,941-73.2% | $4,662-77.3% |
| Participant deferral / active EE | $1,772 | $8,459-79.0% | $8,090-78.1% | $6,690-73.5% |
| Admin fee / account holder | $278 | $9,698-97.1% | $7,904-96.5% | $13,392-97.9% |