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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 | $11,981 | $171,867-93.0% | $149,721-92.0% | $147,586-91.9% |
| Participation rate | 84.6% | 88.2%-3.6pp | 87.1%-2.5pp | 82.8%+1.8pp |
| Annual return | 54.16% | 2113.36%-2059.2pp | 1501.67%-1447.5pp | 578.59%-524.4pp |
| Employer contribution / active EE | $6,402 | $6,275+2.0% | $5,444+17.6% | $4,876+31.3% |
| Participant deferral / active EE | $2,531 | $7,270-65.2% | $6,568-61.5% | $5,439-53.5% |
| Admin fee / account holder | $53 | $13,799-99.6% | $11,282-99.5% | $10,886-99.5% |