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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 | $19,896 | $165,361-88.0% | $149,715-86.7% | $158,950-87.5% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 20.05% | 348.24%-328.2pp | 276.66%-256.6pp | 302.91%-282.9pp |
| Employer contribution / active EE | $1,457 | $5,103-71.5% | $4,645-68.6% | $4,762-69.4% |
| Participant deferral / active EE | $2,054 | $7,182-71.4% | $6,842-70.0% | $5,983-65.7% |
| Admin fee / account holder | $18 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |