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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 | $5,143 | $212,386-97.6% | $199,883-97.4% | $138,895-96.3% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.8%-6.8pp | 79.9%+0.1pp |
| Annual return | 37.84% | 47.75%-9.9pp | 43.81%-6.0pp | 145.39%-107.5pp |
| Employer contribution / active EE | $1,432 | $6,625-78.4% | $6,261-77.1% | $4,194-65.9% |
| Participant deferral / active EE | $1,432 | $9,617-85.1% | $9,138-84.3% | $6,396-77.6% |
| Admin fee / account holder | $26 | $18,233-99.9% | $17,268-99.8% | $12,562-99.8% |