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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 | $9,101 | $165,361-94.5% | $149,715-93.9% | $158,950-94.3% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 18.45% | 348.24%-329.8pp | 276.66%-258.2pp | 302.91%-284.5pp |
| Employer contribution / active EE | $1,121 | $5,103-78.0% | $4,645-75.9% | $4,762-76.5% |
| Participant deferral / active EE | $596 | $7,182-91.7% | $6,842-91.3% | $5,983-90.0% |
| Admin fee / account holder | $151 | $10,808-98.6% | $9,310-98.4% | $11,248-98.7% |