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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 | $7,576 | $107,363-92.9% | $92,909-91.8% | $152,897-95.0% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 14.88% | 145.63%-130.7pp | 109.44%-94.6pp | 345.43%-330.6pp |
| Employer contribution / active EE | $1,061 | $4,222-74.9% | $3,653-71.0% | $4,764-77.7% |
| Participant deferral / active EE | $1,110 | $4,848-77.1% | $4,238-73.8% | $5,851-81.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |