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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 | $14,096 | $202,342-93.0% | $172,753-91.8% | $152,909-90.8% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 23.60% | 1029.88%-1006.3pp | 803.00%-779.4pp | 345.46%-321.9pp |
| Employer contribution / active EE | $1,362 | $5,857-76.7% | $5,144-73.5% | $4,764-71.4% |
| Participant deferral / active EE | $842 | $5,948-85.8% | $5,198-83.8% | $5,851-85.6% |
| Admin fee / account holder | $63 | $17,112-99.6% | $13,956-99.5% | $11,601-99.5% |