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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 | $5,532 | $162,812-96.6% | $133,971-95.9% | $158,966-96.5% |
| Participation rate | 78.6% | 83.2%-4.7pp | 79.8%-1.3pp | 82.0%-3.4pp |
| Annual return | 36.95% | 41.94%-5.0pp | 45.09%-8.1pp | 302.95%-266.0pp |
| Employer contribution / active EE | $1,243 | $4,976-75.0% | $3,919-68.3% | $4,762-73.9% |
| Participant deferral / active EE | $1,427 | $5,910-75.9% | $5,047-71.7% | $5,983-76.1% |
| Admin fee / account holder | $20 | $11,741-99.8% | $8,929-99.8% | $11,250-99.8% |