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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 | $12,266 | $129,737-90.5% | $119,126-89.7% | $154,746-92.1% |
| Participation rate | 84.2% | 78.9%+5.4pp | 75.8%+8.4pp | 80.7%+3.5pp |
| Annual return | 18.04% | 379.08%-361.0pp | 282.11%-264.1pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,474 | $4,375-66.3% | $4,034-63.5% | $4,379-66.3% |
| Participant deferral / active EE | $1,767 | $5,842-69.8% | $5,318-66.8% | $6,730-73.8% |
| Admin fee / account holder | $230 | $11,961-98.1% | $10,693-97.9% | $14,365-98.4% |