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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 | $8,855 | $202,345-95.6% | $172,755-94.9% | $152,885-94.2% |
| Participation rate | 89.5% | 87.1%+2.4pp | 82.6%+6.8pp | 82.5%+7.0pp |
| Annual return | 27.15% | 1029.77%-1002.6pp | 802.94%-775.8pp | 345.39%-318.2pp |
| Employer contribution / active EE | $2,589 | $5,858-55.8% | $5,144-49.7% | $4,763-45.6% |
| Participant deferral / active EE | $1,945 | $5,948-67.3% | $5,198-62.6% | $5,851-66.8% |
| Admin fee / account holder | $120 | $17,111-99.3% | $13,955-99.1% | $11,598-99.0% |