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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 | $9,569 | $165,361-94.2% | $149,715-93.6% | $158,950-94.0% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 10.25% | 348.24%-338.0pp | 276.66%-266.4pp | 302.91%-292.7pp |
| Employer contribution / active EE | $2,154 | $5,103-57.8% | $4,645-53.6% | $4,762-54.8% |
| Participant deferral / active EE | $834 | $7,182-88.4% | $6,842-87.8% | $5,983-86.1% |
| Admin fee / account holder | $171 | $10,808-98.4% | $9,310-98.2% | $11,248-98.5% |