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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 | $5,425 | $162,136-96.7% | $152,301-96.4% | $154,746-96.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 29.83% | 91.02%-61.2pp | 80.50%-50.7pp | 172.34%-142.5pp |
| Employer contribution / active EE | $4,086 | $4,890-16.4% | $4,624-11.6% | $4,379-6.7% |
| Participant deferral / active EE | $2,503 | $8,341-70.0% | $8,004-68.7% | $6,730-62.8% |
| Admin fee / account holder | $138 | $15,759-99.1% | $14,398-99.0% | $14,365-99.0% |