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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 | $13,133 | $134,817-90.3% | $123,973-89.4% | $155,188-91.5% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.7%+13.3pp | 80.8%+9.2pp |
| Annual return | 19.96% | 515.49%-495.5pp | 388.13%-368.2pp | 148.84%-128.9pp |
| Employer contribution / active EE | $925 | $4,425-79.1% | $4,126-77.6% | $4,248-78.2% |
| Participant deferral / active EE | $1,655 | $5,706-71.0% | $5,247-68.5% | $6,531-74.7% |
| Admin fee / account holder | $134 | $13,245-99.0% | $11,799-98.9% | $14,480-99.1% |