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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 | $4,755 | $115,814-95.9% | $101,275-95.3% | $158,982-97.0% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 24.58% | 56.16%-31.6pp | 46.48%-21.9pp | 302.99%-278.4pp |
| Employer contribution / active EE | $1,160 | $4,176-72.2% | $3,660-68.3% | $4,763-75.7% |
| Participant deferral / active EE | $393 | $4,958-92.1% | $4,371-91.0% | $5,983-93.4% |
| Admin fee / account holder | $115 | $7,249-98.4% | $5,948-98.1% | $11,252-99.0% |