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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 | $20,573 | $165,399-87.6% | $149,745-86.3% | $158,982-87.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 16.55% | 348.34%-331.8pp | 276.72%-260.2pp | 302.99%-286.4pp |
| Employer contribution / active EE | $1,412 | $5,105-72.3% | $4,646-69.6% | $4,763-70.4% |
| Participant deferral / active EE | $632 | $7,183-91.2% | $6,843-90.8% | $5,983-89.4% |
| Admin fee / account holder | $131 | $10,811-98.8% | $9,312-98.6% | $11,252-98.8% |