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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 | $6,486 | $108,911-94.0% | $100,392-93.5% | $145,884-95.6% |
| Participation rate | 88.9% | 83.0%+5.9pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 157.18% | 58.23%+99.0pp | 49.45%+107.7pp | 551.85%-394.7pp |
| Employer contribution / active EE | $929 | $4,420-79.0% | $3,941-76.4% | $4,662-80.1% |
| Participant deferral / active EE | $1,858 | $8,459-78.0% | $8,090-77.0% | $6,690-72.2% |
| Admin fee / account holder | $50 | $9,698-99.5% | $7,904-99.4% | $13,392-99.6% |