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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 | $5,728 | $289,211-98.0% | $260,467-97.8% | $198,609-97.1% |
| Participation rate | 75.0% | 83.1%-8.1pp | 80.5%-5.5pp | 82.4%-7.4pp |
| Annual return | 18.93% | 112.90%-94.0pp | 100.60%-81.7pp | 202.70%-183.8pp |
| Employer contribution / active EE | $890 | $4,663-80.9% | $4,239-79.0% | $5,055-82.4% |
| Participant deferral / active EE | $690 | $6,812-89.9% | $6,319-89.1% | $6,977-90.1% |
| Admin fee / account holder | $21 | $16,236-99.9% | $15,461-99.9% | $19,030-99.9% |