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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 | $7,302 | $148,629-95.1% | $135,982-94.6% | $139,487-94.8% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 22.19% | 79.33%-57.1pp | 68.32%-46.1pp | 373.84%-351.6pp |
| Employer contribution / active EE | $1,293 | $5,247-75.4% | $4,859-73.4% | $4,755-72.8% |
| Participant deferral / active EE | $2,105 | $8,102-74.0% | $7,760-72.9% | $6,713-68.6% |
| Admin fee / account holder | $263 | $12,406-97.9% | $10,767-97.6% | $11,407-97.7% |