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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 | $7,081 | $275,752-97.4% | $256,809-97.2% | $198,609-96.4% |
| Participation rate | 87.5% | 89.2%-1.7pp | 88.5%-1.0pp | 82.4%+5.1pp |
| Annual return | 50.00% | 34.81%+15.2pp | 32.73%+17.3pp | 202.70%-152.7pp |
| Employer contribution / active EE | $3,629 | $7,721-53.0% | $7,263-50.0% | $5,055-28.2% |
| Participant deferral / active EE | $3,243 | $10,037-67.7% | $9,520-65.9% | $6,977-53.5% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |