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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 | $5,568 | $160,040-96.5% | $147,096-96.2% | $145,877-96.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 18.27% | 98.49%-80.2pp | 419.75%-401.5pp | 551.28%-533.0pp |
| Employer contribution / active EE | $1,406 | $5,289-73.4% | $4,936-71.5% | $4,663-69.9% |
| Participant deferral / active EE | $1,869 | $8,429-77.8% | $8,071-76.8% | $6,691-72.1% |
| Admin fee / account holder | $19 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |