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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 | $20,812 | $198,457-89.5% | $170,435-87.8% | $147,586-85.9% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 14.25% | 257.30%-243.1pp | 205.94%-191.7pp | 578.59%-564.3pp |
| Employer contribution / active EE | $1,944 | $6,183-68.6% | $5,432-64.2% | $4,876-60.1% |
| Participant deferral / active EE | $1,067 | $5,629-81.0% | $4,939-78.4% | $5,439-80.4% |
| Admin fee / account holder | $63 | $16,852-99.6% | $13,881-99.5% | $10,886-99.4% |