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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 | $8,365 | $198,457-95.8% | $170,435-95.1% | $147,586-94.3% |
| Participation rate | 84.6% | 88.0%-3.4pp | 83.6%+1.0pp | 82.8%+1.8pp |
| Annual return | 11.84% | 257.30%-245.5pp | 205.94%-194.1pp | 578.59%-566.8pp |
| Employer contribution / active EE | $3,414 | $6,183-44.8% | $5,432-37.2% | $4,876-30.0% |
| Participant deferral / active EE | $1,879 | $5,629-66.6% | $4,939-61.9% | $5,439-65.4% |
| Admin fee / account holder | $71 | $16,852-99.6% | $13,881-99.5% | $10,886-99.3% |