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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 | $7,190 | $209,422-96.6% | $178,503-96.0% | $158,982-95.5% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 26.28% | 188.81%-162.5pp | 151.12%-124.8pp | 302.99%-276.7pp |
| Employer contribution / active EE | $1,696 | $5,707-70.3% | $5,011-66.2% | $4,763-64.4% |
| Participant deferral / active EE | $2,000 | $5,955-66.4% | $5,202-61.6% | $5,983-66.6% |
| Admin fee / account holder | $294 | $17,079-98.3% | $13,987-97.9% | $11,252-97.4% |