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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 | $6,769 | $217,432-96.9% | $185,851-96.4% | $167,553-96.0% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 15.44% | 148.43%-133.0pp | 122.11%-106.7pp | 478.89%-463.5pp |
| Employer contribution / active EE | $1,499 | $5,874-74.5% | $5,168-71.0% | $4,840-69.0% |
| Participant deferral / active EE | $2,094 | $6,357-67.1% | $5,569-62.4% | $6,343-67.0% |
| Admin fee / account holder | $57 | $19,820-99.7% | $16,245-99.7% | $12,316-99.5% |