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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 | $8,419 | $93,617-91.0% | $135,982-93.8% | $75,177-88.8% |
| Participation rate | 86.2% | 75.2%+11.0pp | 81.9%+4.3pp | 67.2%+19.0pp |
| Annual return | 89.12% | 30.89%+58.2pp | 68.32%+20.8pp | 160.75%-71.6pp |
| Employer contribution / active EE | $3,265 | $3,538-7.7% | $4,859-32.8% | $2,671+22.2% |
| Participant deferral / active EE | $1,803 | $6,406-71.9% | $7,760-76.8% | $4,126-56.3% |
| Admin fee / account holder | $89 | $6,980-98.7% | $10,767-99.2% | $5,651-98.4% |