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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 | $10,051 | $160,028-93.7% | $147,080-93.2% | $145,884-93.1% |
| Participation rate | 76.5% | 84.0%-7.6pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 19.34% | 98.60%-79.3pp | 420.17%-400.8pp | 551.85%-532.5pp |
| Employer contribution / active EE | $1,280 | $5,286-75.8% | $4,933-74.1% | $4,662-72.5% |
| Participant deferral / active EE | $2,521 | $8,422-70.1% | $8,066-68.7% | $6,690-62.3% |
| Admin fee / account holder | $39 | $15,030-99.7% | $12,989-99.7% | $13,392-99.7% |