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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 | $8,404 | $111,785-92.5% | $93,669-91.0% | $145,877-94.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 15.99% | 203.79%-187.8pp | 133.59%-117.6pp | 551.28%-535.3pp |
| Employer contribution / active EE | $1,122 | $3,096-63.8% | $2,424-53.7% | $4,663-75.9% |
| Participant deferral / active EE | $446 | $4,919-90.9% | $4,416-89.9% | $6,691-93.3% |
| Admin fee / account holder | $17 | $10,256-99.8% | $8,291-99.8% | $13,402-99.9% |