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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 | $27,075 | $209,428-87.1% | $178,498-84.8% | $158,950-83.0% |
| Participation rate | 92.9% | 86.4%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 11.96% | 188.78%-176.8pp | 151.09%-139.1pp | 302.91%-290.9pp |
| Employer contribution / active EE | $1,966 | $5,707-65.6% | $5,011-60.8% | $4,762-58.7% |
| Participant deferral / active EE | $1,059 | $5,955-82.2% | $5,202-79.6% | $5,983-82.3% |
| Admin fee / account holder | $102 | $17,077-99.4% | $13,985-99.3% | $11,248-99.1% |