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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 | $12,756 | $171,492-92.6% | $150,734-91.5% | $198,609-93.6% |
| Participation rate | 80.0% | 81.4%-1.4pp | 78.4%+1.6pp | 82.4%-2.4pp |
| Annual return | 19.79% | 804.70%-784.9pp | 600.81%-581.0pp | 202.70%-182.9pp |
| Employer contribution / active EE | $1,710 | $5,470-68.7% | $4,918-65.2% | $5,055-66.2% |
| Participant deferral / active EE | $2,217 | $6,259-64.6% | $5,610-60.5% | $6,977-68.2% |
| Admin fee / account holder | $85 | $17,628-99.5% | $14,905-99.4% | $19,030-99.6% |