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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 | $13,858 | $156,398-91.1% | $147,318-90.6% | $138,895-90.0% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 46.26% | 78.75%-32.5pp | 70.43%-24.2pp | 145.39%-99.1pp |
| Employer contribution / active EE | $1,484 | $4,853-69.4% | $4,593-67.7% | $4,194-64.6% |
| Participant deferral / active EE | $1,834 | $8,237-77.7% | $7,906-76.8% | $6,396-71.3% |
| Admin fee / account holder | $14 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |