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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 | $8,322 | $160,028-94.8% | $147,080-94.3% | $145,884-94.3% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 14.63% | 98.60%-84.0pp | 420.17%-405.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,101 | $5,286-79.2% | $4,933-77.7% | $4,662-76.4% |
| Participant deferral / active EE | $2,254 | $8,422-73.2% | $8,066-72.1% | $6,690-66.3% |
| Admin fee / account holder | $242 | $15,030-98.4% | $12,989-98.1% | $13,392-98.2% |