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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 | $5,092 | $148,623-96.6% | $135,974-96.3% | $139,466-96.3% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 37.57% | 79.30%-41.7pp | 68.30%-30.7pp | 373.66%-336.1pp |
| Employer contribution / active EE | $1,177 | $5,246-77.6% | $4,859-75.8% | $4,754-75.2% |
| Participant deferral / active EE | $2,387 | $8,103-70.5% | $7,760-69.2% | $6,712-64.4% |
| Admin fee / account holder | $77 | $12,406-99.4% | $10,767-99.3% | $11,409-99.3% |