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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 | $8,219 | $107,363-92.3% | $92,909-91.2% | $152,897-94.6% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 29.18% | 145.63%-116.4pp | 109.44%-80.3pp | 345.43%-316.2pp |
| Employer contribution / active EE | $751 | $4,222-82.2% | $3,653-79.5% | $4,764-84.2% |
| Participant deferral / active EE | $1,235 | $4,848-74.5% | $4,238-70.9% | $5,851-78.9% |
| Admin fee / account holder | $58 | $7,082-99.2% | $5,795-99.0% | $11,599-99.5% |