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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 | $16,691 | $165,381-89.9% | $149,730-88.9% | $158,966-89.5% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 51.61% | 348.29%-296.7pp | 276.70%-225.1pp | 302.95%-251.3pp |
| Employer contribution / active EE | $980 | $5,104-80.8% | $4,645-78.9% | $4,762-79.4% |
| Participant deferral / active EE | $2,219 | $7,182-69.1% | $6,843-67.6% | $5,983-62.9% |
| Admin fee / account holder | $172 | $10,809-98.4% | $9,310-98.1% | $11,250-98.5% |