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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 | $9,898 | $172,111-94.2% | $150,298-93.4% | $137,256-92.8% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 13.39% | 69.37%-56.0pp | 62.79%-49.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,423 | $4,636-69.3% | $4,154-65.8% | $4,156-65.8% |
| Participant deferral / active EE | $1,442 | $6,166-76.6% | $5,453-73.6% | $6,407-77.5% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |