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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 | $7,961 | $185,856-95.7% | $170,028-95.3% | $139,456-94.3% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 28.46% | 60.52%-32.1pp | 53.39%-24.9pp | 373.45%-345.0pp |
| Employer contribution / active EE | $1,469 | $7,593-80.6% | $6,788-78.4% | $4,753-69.1% |
| Participant deferral / active EE | $2,684 | $11,623-76.9% | $10,409-74.2% | $6,711-60.0% |
| Admin fee / account holder | $102 | $15,387-99.3% | $12,820-99.2% | $11,407-99.1% |