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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 | $7,917 | $102,638-92.3% | $81,982-90.3% | $158,982-95.0% |
| Participation rate | 95.2% | 75.5%+19.7pp | 69.3%+26.0pp | 82.0%+13.3pp |
| Annual return | 9.66% | 61.05%-51.4pp | 41.31%-31.7pp | 302.99%-293.3pp |
| Employer contribution / active EE | $968 | $3,241-70.1% | $2,498-61.3% | $4,763-79.7% |
| Participant deferral / active EE | $309 | $4,649-93.4% | $3,722-91.7% | $5,983-94.8% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,252-100.0% |