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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 | $4,457 | $138,078-96.8% | $125,363-96.4% | $134,509-96.7% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | 23.67% | 750.49%-726.8pp | 572.15%-548.5pp | 418.13%-394.5pp |
| Employer contribution / active EE | $1,057 | $5,245-79.8% | $4,815-78.0% | $4,741-77.7% |
| Participant deferral / active EE | $2,155 | $7,800-72.4% | $7,447-71.1% | $6,400-66.3% |
| Admin fee / account holder | $26 | $11,566-99.8% | $10,005-99.7% | $11,427-99.8% |