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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 | $6,864 | $144,130-95.2% | $117,861-94.2% | $147,586-95.3% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 24.89% | 531.20%-506.3pp | 335.11%-310.2pp | 578.59%-553.7pp |
| Employer contribution / active EE | $1,384 | $4,897-71.7% | $3,786-63.4% | $4,876-71.6% |
| Participant deferral / active EE | $1,482 | $5,316-72.1% | $4,482-66.9% | $5,439-72.8% |
| Admin fee / account holder | $10 | $10,887-99.9% | $8,021-99.9% | $10,886-99.9% |