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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 | $14,334 | $185,312-92.3% | $161,489-91.1% | $154,746-90.7% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 16.90% | 103.84%-86.9pp | 89.72%-72.8pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,180 | $4,769-75.3% | $4,268-72.4% | $4,379-73.1% |
| Participant deferral / active EE | $1,378 | $6,350-78.3% | $5,630-75.5% | $6,730-79.5% |
| Admin fee / account holder | $110 | $18,654-99.4% | $16,006-99.3% | $14,365-99.2% |