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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 | $5,963 | $209,422-97.2% | $178,503-96.7% | $158,982-96.2% |
| Participation rate | 82.6% | 86.4%-3.7pp | 81.9%+0.7pp | 82.0%+0.6pp |
| Annual return | 23.35% | 188.81%-165.5pp | 151.12%-127.8pp | 302.99%-279.6pp |
| Employer contribution / active EE | $1,224 | $5,707-78.6% | $5,011-75.6% | $4,763-74.3% |
| Participant deferral / active EE | $1,515 | $5,955-74.6% | $5,202-70.9% | $5,983-74.7% |
| Admin fee / account holder | $70 | $17,079-99.6% | $13,987-99.5% | $11,252-99.4% |