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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 | $10,833 | $156,398-93.1% | $147,318-92.6% | $138,895-92.2% |
| Participation rate | 94.1% | 83.8%+10.4pp | 82.1%+12.1pp | 79.9%+14.2pp |
| Annual return | 27.43% | 78.75%-51.3pp | 70.43%-43.0pp | 145.39%-118.0pp |
| Employer contribution / active EE | $1,805 | $4,853-62.8% | $4,593-60.7% | $4,194-57.0% |
| Participant deferral / active EE | $2,030 | $8,237-75.4% | $7,906-74.3% | $6,396-68.3% |
| Admin fee / account holder | $119 | $14,976-99.2% | $13,708-99.1% | $12,562-99.1% |