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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 | $3,479 | $111,785-96.9% | $93,669-96.3% | $145,877-97.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 16.64% | 203.79%-187.1pp | 133.59%-117.0pp | 551.28%-534.6pp |
| Employer contribution / active EE | $1,068 | $3,096-65.5% | $2,424-55.9% | $4,663-77.1% |
| Participant deferral / active EE | $1,131 | $4,919-77.0% | $4,416-74.4% | $6,691-83.1% |
| Admin fee / account holder | $17 | $10,256-99.8% | $8,291-99.8% | $13,402-99.9% |