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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 | $7,176 | $81,632-91.2% | $70,455-89.8% | $158,931-95.5% |
| Participation rate | 95.2% | 77.7%+17.5pp | 75.1%+20.2pp | 82.0%+13.3pp |
| Annual return | 14.03% | 208.48%-194.4pp | 109.06%-95.0pp | 302.86%-288.8pp |
| Employer contribution / active EE | $1,659 | $3,217-48.4% | $2,737-39.4% | $4,761-65.2% |
| Participant deferral / active EE | $313 | $4,554-93.1% | $3,709-91.5% | $5,982-94.8% |
| Admin fee / account holder | $233 | $6,193-96.2% | $3,845-93.9% | $11,247-97.9% |