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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 | $2,692 | $148,582-98.2% | $135,942-98.0% | $139,456-98.1% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 31.99% | 79.26%-47.3pp | 68.28%-36.3pp | 373.45%-341.5pp |
| Employer contribution / active EE | $1,121 | $5,245-78.6% | $4,858-76.9% | $4,753-76.4% |
| Participant deferral / active EE | $1,311 | $8,101-83.8% | $7,759-83.1% | $6,711-80.5% |
| Admin fee / account holder | $17 | $12,402-99.9% | $10,764-99.8% | $11,407-99.9% |