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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 | $21,062 | $149,778-85.9% | $118,946-82.3% | $158,966-86.8% |
| Participation rate | 85.7% | 82.1%+3.6pp | 75.4%+10.3pp | 82.0%+3.8pp |
| Annual return | 18.02% | 19.95%-1.9pp | 35.89%-17.9pp | 302.95%-284.9pp |
| Employer contribution / active EE | $1,098 | $4,117-73.3% | $3,263-66.4% | $4,762-77.0% |
| Participant deferral / active EE | $1,098 | $5,225-79.0% | $4,266-74.3% | $5,983-81.7% |
| Admin fee / account holder | $20 | $8,604-99.8% | $6,581-99.7% | $11,250-99.8% |