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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 | $9,828 | $209,422-95.3% | $178,503-94.5% | $158,982-93.8% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 22.85% | 188.81%-166.0pp | 151.12%-128.3pp | 302.99%-280.1pp |
| Employer contribution / active EE | $1,336 | $5,707-76.6% | $5,011-73.3% | $4,763-72.0% |
| Participant deferral / active EE | $1,787 | $5,955-70.0% | $5,202-65.7% | $5,983-70.1% |
| Admin fee / account holder | $18 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |