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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 | $28,495 | $197,637-85.6% | $177,848-84.0% | $158,982-82.1% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 7.39% | 58.77%-51.4pp | 48.33%-40.9pp | 302.99%-295.6pp |
| Employer contribution / active EE | $13,188 | $6,698+96.9% | $5,919+122.8% | $4,763+176.9% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $74 | $15,406-99.5% | $12,431-99.4% | $11,252-99.3% |