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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 | $6,725 | $197,637-96.6% | $177,848-96.2% | $158,982-95.8% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 24.85% | 58.77%-33.9pp | 48.33%-23.5pp | 302.99%-278.1pp |
| Employer contribution / active EE | $1,449 | $6,698-78.4% | $5,919-75.5% | $4,763-69.6% |
| Participant deferral / active EE | $2,004 | $8,405-76.2% | $7,714-74.0% | $5,983-66.5% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |