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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 | $10,979 | $185,883-94.1% | $170,043-93.5% | $139,466-92.1% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 26.33% | 60.54%-34.2pp | 53.40%-27.1pp | 373.66%-347.3pp |
| Employer contribution / active EE | $1,624 | $7,596-78.6% | $6,790-76.1% | $4,754-65.8% |
| Participant deferral / active EE | $2,902 | $11,626-75.0% | $10,410-72.1% | $6,712-56.8% |
| Admin fee / account holder | $67 | $15,393-99.6% | $12,824-99.5% | $11,409-99.4% |