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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 | $10,563 | $149,741-92.9% | $118,914-91.1% | $158,982-93.4% |
| Participation rate | 84.6% | 82.1%+2.5pp | 75.4%+9.2pp | 82.0%+2.6pp |
| Annual return | 14.99% | 19.94%-4.9pp | 35.89%-20.9pp | 302.99%-288.0pp |
| Employer contribution / active EE | $991 | $4,119-75.9% | $3,264-69.6% | $4,763-79.2% |
| Participant deferral / active EE | $865 | $5,226-83.4% | $4,266-79.7% | $5,983-85.5% |
| Admin fee / account holder | $121 | $8,607-98.6% | $6,582-98.2% | $11,252-98.9% |