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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 | $5,200 | $198,461-97.4% | $170,436-96.9% | $147,585-96.5% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 24.99% | 257.30%-232.3pp | 205.94%-180.9pp | 578.57%-553.6pp |
| Employer contribution / active EE | $1,605 | $6,184-74.1% | $5,433-70.5% | $4,876-67.1% |
| Participant deferral / active EE | $839 | $5,629-85.1% | $4,939-83.0% | $5,439-84.6% |
| Admin fee / account holder | $105 | $16,852-99.4% | $13,880-99.2% | $10,885-99.0% |