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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 | $6,115 | $165,399-96.3% | $149,745-95.9% | $158,982-96.2% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 23.66% | 348.34%-324.7pp | 276.72%-253.1pp | 302.99%-279.3pp |
| Employer contribution / active EE | $935 | $5,105-81.7% | $4,646-79.9% | $4,763-80.4% |
| Participant deferral / active EE | $1,075 | $7,183-85.0% | $6,843-84.3% | $5,983-82.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |