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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 | $9,369 | $134,817-93.1% | $123,973-92.4% | $155,188-94.0% |
| Participation rate | 88.9% | 79.4%+9.5pp | 76.7%+12.2pp | 80.8%+8.1pp |
| Annual return | 22.40% | 515.49%-493.1pp | 388.13%-365.7pp | 148.84%-126.4pp |
| Employer contribution / active EE | $1,030 | $4,425-76.7% | $4,126-75.0% | $4,248-75.8% |
| Participant deferral / active EE | $1,422 | $5,706-75.1% | $5,247-72.9% | $6,531-78.2% |
| Admin fee / account holder | $11 | $13,245-99.9% | $11,799-99.9% | $14,480-99.9% |