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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 | $4,033 | $202,460-98.0% | $169,385-97.6% | $139,456-97.1% |
| Participation rate | 83.3% | 81.1%+2.2pp | 77.2%+6.2pp | 80.3%+3.0pp |
| Annual return | 16.95% | 532.07%-515.1pp | 405.82%-388.9pp | 373.45%-356.5pp |
| Employer contribution / active EE | $1,000 | $4,691-78.7% | $4,012-75.1% | $4,753-79.0% |
| Participant deferral / active EE | $1,032 | $6,938-85.1% | $6,221-83.4% | $6,711-84.6% |
| Admin fee / account holder | $268 | $10,719-97.5% | $9,011-97.0% | $11,407-97.7% |