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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 | $11,116 | $168,636-93.4% | $147,617-92.5% | $125,393-91.1% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | 9.84% | 77.65%-67.8pp | 61.98%-52.1pp | 282.23%-272.4pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,405 | $5,507-74.5% | $4,895-71.3% | $5,351-73.7% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,541-100.0% |