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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 | $17,728 | $197,625-91.0% | $177,840-90.0% | $158,966-88.8% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 17.64% | 58.76%-41.1pp | 48.32%-30.7pp | 302.95%-285.3pp |
| Employer contribution / active EE | $2,084 | $6,698-68.9% | $5,919-64.8% | $4,762-56.2% |
| Participant deferral / active EE | $1,830 | $8,405-78.2% | $7,714-76.3% | $5,983-69.4% |
| Admin fee / account holder | $248 | $15,405-98.4% | $12,431-98.0% | $11,250-97.8% |