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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 | $26,759 | $217,427-87.7% | $185,837-85.6% | $167,518-84.0% |
| Participation rate | 91.3% | 86.0%+5.3pp | 81.7%+9.6pp | 82.1%+9.2pp |
| Annual return | 10.84% | 148.39%-137.6pp | 122.08%-111.2pp | 478.71%-467.9pp |
| Employer contribution / active EE | $1,605 | $5,874-72.7% | $5,168-68.9% | $4,838-66.8% |
| Participant deferral / active EE | $1,696 | $6,357-73.3% | $5,568-69.5% | $6,342-73.3% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |