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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 | $15,243 | $166,268-90.8% | $165,100-90.8% | $145,897-89.6% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.6%+13.0pp | 80.3%+11.4pp |
| Annual return | 12.12% | 100.52%-88.4pp | 70.21%-58.1pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,208 | $5,284-77.1% | $4,348-72.2% | $4,663-74.1% |
| Participant deferral / active EE | $707 | $6,964-89.8% | $6,035-88.3% | $6,689-89.4% |
| Admin fee / account holder | $173 | $16,659-99.0% | $12,696-98.6% | $13,390-98.7% |