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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 | $5,728 | $180,749-96.8% | $160,784-96.4% | $137,256-95.8% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 18.93% | 2234.46%-2215.5pp | 1803.92%-1785.0pp | 220.34%-201.4pp |
| Employer contribution / active EE | $890 | $4,155-78.6% | $3,733-76.2% | $4,156-78.6% |
| Participant deferral / active EE | $690 | $6,844-89.9% | $6,293-89.0% | $6,407-89.2% |
| Admin fee / account holder | $21 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |