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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 | $7,511 | $93,598-92.0% | $135,974-94.5% | $75,173-90.0% |
| Participation rate | 94.4% | 75.2%+19.2pp | 81.9%+12.5pp | 67.2%+27.2pp |
| Annual return | 110.62% | 30.89%+79.7pp | 68.30%+42.3pp | 160.72%-50.1pp |
| Employer contribution / active EE | $1,757 | $3,538-50.3% | $4,859-63.8% | $2,671-34.2% |
| Participant deferral / active EE | $1,964 | $6,405-69.3% | $7,760-74.7% | $4,126-52.4% |
| Admin fee / account holder | $21 | $6,978-99.7% | $10,767-99.8% | $5,651-99.6% |