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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 | $165,399-94.2% | $149,745-93.6% | $158,982-94.0% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 10.25% | 348.34%-338.1pp | 276.72%-266.5pp | 302.99%-292.7pp |
| Employer contribution / active EE | $2,154 | $5,105-57.8% | $4,646-53.6% | $4,763-54.8% |
| Participant deferral / active EE | $834 | $7,183-88.4% | $6,843-87.8% | $5,983-86.1% |
| Admin fee / account holder | $171 | $10,811-98.4% | $9,312-98.2% | $11,252-98.5% |