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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 | $10,679 | $77,638-86.2% | $156,551-93.2% | $62,881-83.0% |
| Participation rate | 96.3% | 71.2%+25.1pp | 84.0%+12.3pp | 69.3%+27.0pp |
| Annual return | 45.24% | 50.33%-5.1pp | 32.23%+13.0pp | 20.14%+25.1pp |
| Employer contribution / active EE | $653 | $3,444-81.0% | $5,501-88.1% | $2,281-71.4% |
| Participant deferral / active EE | $770 | $3,046-74.7% | $4,871-84.2% | $3,203-76.0% |
| Admin fee / account holder | $6 | $5,561-99.9% | $13,028-100.0% | $4,296-99.9% |