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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 | $14,322 | $165,381-91.3% | $149,730-90.4% | $158,966-91.0% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 22.26% | 348.29%-326.0pp | 276.70%-254.4pp | 302.95%-280.7pp |
| Employer contribution / active EE | $1,106 | $5,104-78.3% | $4,645-76.2% | $4,762-76.8% |
| Participant deferral / active EE | $889 | $7,182-87.6% | $6,843-87.0% | $5,983-85.1% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |