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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 | $6,144 | $185,312-96.7% | $161,489-96.2% | $154,746-96.0% |
| Participation rate | 90.5% | 82.5%+8.0pp | 78.7%+11.8pp | 80.7%+9.8pp |
| Annual return | 36.72% | 103.84%-67.1pp | 89.72%-53.0pp | 172.34%-135.6pp |
| Employer contribution / active EE | $1,426 | $4,769-70.1% | $4,268-66.6% | $4,379-67.4% |
| Participant deferral / active EE | $1,944 | $6,350-69.4% | $5,630-65.5% | $6,730-71.1% |
| Admin fee / account holder | $9 | $18,654-100.0% | $16,006-99.9% | $14,365-99.9% |