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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 | $4,691 | $176,105-97.3% | $159,474-97.1% | $167,536-97.2% |
| Participation rate | 90.9% | 85.0%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 20.13% | 331.91%-311.8pp | 263.68%-243.5pp | 478.82%-458.7pp |
| Employer contribution / active EE | $1,198 | $5,299-77.4% | $4,831-75.2% | $4,839-75.2% |
| Participant deferral / active EE | $1,577 | $7,751-79.7% | $7,353-78.6% | $6,342-75.1% |
| Admin fee / account holder | $14 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |