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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 | $26,803 | $217,432-87.7% | $185,851-85.6% | $167,553-84.0% |
| Participation rate | 88.9% | 86.1%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 15.12% | 148.43%-133.3pp | 122.11%-107.0pp | 478.89%-463.8pp |
| Employer contribution / active EE | $5,399 | $5,874-8.1% | $5,168+4.5% | $4,840+11.5% |
| Participant deferral / active EE | $825 | $6,357-87.0% | $5,569-85.2% | $6,343-87.0% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |