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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 | $6,309 | $162,136-96.1% | $152,301-95.9% | $154,746-95.9% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 36.14% | 91.02%-54.9pp | 80.50%-44.4pp | 172.34%-136.2pp |
| Employer contribution / active EE | $1,401 | $4,890-71.3% | $4,624-69.7% | $4,379-68.0% |
| Participant deferral / active EE | $1,824 | $8,341-78.1% | $8,004-77.2% | $6,730-72.9% |
| Admin fee / account holder | $9 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |