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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 | $81,696-91.2% | $70,494-89.8% | $158,982-95.5% |
| Participation rate | 95.2% | 77.7%+17.5pp | 75.1%+20.2pp | 82.0%+13.3pp |
| Annual return | 14.03% | 208.70%-194.7pp | 109.16%-95.1pp | 302.99%-289.0pp |
| Employer contribution / active EE | $1,659 | $3,220-48.5% | $2,738-39.4% | $4,763-65.2% |
| Participant deferral / active EE | $313 | $4,558-93.1% | $3,711-91.6% | $5,983-94.8% |
| Admin fee / account holder | $233 | $6,200-96.2% | $3,848-93.9% | $11,252-97.9% |