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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 | $7,344 | $160,028-95.4% | $147,080-95.0% | $145,884-95.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.12% | 98.60%-87.5pp | 420.17%-409.1pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,385 | $5,286-73.8% | $4,933-71.9% | $4,662-70.3% |
| Participant deferral / active EE | $2,257 | $8,422-73.2% | $8,066-72.0% | $6,690-66.3% |
| Admin fee / account holder | $47 | $15,030-99.7% | $12,989-99.6% | $13,392-99.6% |