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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 | $8,726 | $172,111-94.9% | $150,298-94.2% | $137,256-93.6% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 19.80% | 69.37%-49.6pp | 62.79%-43.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,471 | $4,636-46.7% | $4,154-40.5% | $4,156-40.5% |
| Participant deferral / active EE | $698 | $6,166-88.7% | $5,453-87.2% | $6,407-89.1% |
| Admin fee / account holder | $66 | $16,471-99.6% | $14,116-99.5% | $12,270-99.5% |