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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 | $13,711 | $148,629-90.8% | $135,982-89.9% | $139,487-90.2% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 500.44% | 79.33%+421.1pp | 68.32%+432.1pp | 373.84%+126.6pp |
| Employer contribution / active EE | $1,623 | $5,247-69.1% | $4,859-66.6% | $4,755-65.9% |
| Participant deferral / active EE | $2,257 | $8,102-72.1% | $7,760-70.9% | $6,713-66.4% |
| Admin fee / account holder | $185 | $12,406-98.5% | $10,767-98.3% | $11,407-98.4% |