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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 | $2,010 | $202,430-99.0% | $169,369-98.8% | $139,427-98.6% |
| Participation rate | 88.9% | 81.1%+7.8pp | 77.2%+11.7pp | 80.3%+8.6pp |
| Annual return | 18.49% | 531.86%-513.4pp | 405.70%-387.2pp | 373.27%-354.8pp |
| Employer contribution / active EE | $1,063 | $4,690-77.3% | $4,011-73.5% | $4,752-77.6% |
| Participant deferral / active EE | $749 | $6,938-89.2% | $6,221-88.0% | $6,711-88.8% |
| Admin fee / account holder | $6 | $10,716-99.9% | $9,009-99.9% | $11,404-99.9% |