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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 | $13,697 | $157,296-91.3% | $141,191-90.3% | $152,897-91.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 23.65% | 64.34%-40.7pp | 71.41%-47.8pp | 345.43%-321.8pp |
| Employer contribution / active EE | $1,553 | $5,262-70.5% | $4,736-67.2% | $4,764-67.4% |
| Participant deferral / active EE | $1,912 | $7,111-73.1% | $6,710-71.5% | $5,851-67.3% |
| Admin fee / account holder | $109 | $12,125-99.1% | $10,264-98.9% | $11,599-99.1% |