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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 | $7,796 | $172,111-95.5% | $150,298-94.8% | $137,256-94.3% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 21.63% | 69.37%-47.7pp | 62.79%-41.2pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,190 | $4,636-74.3% | $4,154-71.4% | $4,156-71.4% |
| Participant deferral / active EE | $1,563 | $6,166-74.6% | $5,453-71.3% | $6,407-75.6% |
| Admin fee / account holder | $120 | $16,471-99.3% | $14,116-99.1% | $12,270-99.0% |