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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 | $11,561 | $117,829-90.2% | $102,423-88.7% | $145,877-92.1% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 55.61% | 31.83%+23.8pp | 29.42%+26.2pp | 551.28%-495.7pp |
| Employer contribution / active EE | $1,298 | $3,615-64.1% | $3,023-57.1% | $4,663-72.2% |
| Participant deferral / active EE | $1,298 | $5,732-77.4% | $5,054-74.3% | $6,691-80.6% |
| Admin fee / account holder | $16 | $13,335-99.9% | $9,455-99.8% | $13,402-99.9% |