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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 | $5,771 | $123,155-95.3% | $108,753-94.7% | $155,188-96.3% |
| Participation rate | 90.0% | 75.6%+14.4pp | 71.1%+18.9pp | 80.8%+9.2pp |
| Annual return | 57.48% | 44.73%+12.7pp | 37.47%+20.0pp | 148.84%-91.4pp |
| Employer contribution / active EE | $519 | $2,811-81.5% | $2,427-78.6% | $4,248-87.8% |
| Participant deferral / active EE | $601 | $4,623-87.0% | $4,115-85.4% | $6,531-90.8% |
| Admin fee / account holder | $27 | $12,126-99.8% | $10,320-99.7% | $14,480-99.8% |