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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 | $155,555-93.0% | $146,866-92.6% | $155,188-93.0% |
| Participation rate | 94.1% | 84.0%+10.2pp | 82.5%+11.6pp | 80.8%+13.3pp |
| Annual return | 27.43% | 115.41%-88.0pp | 102.85%-75.4pp | 148.84%-121.4pp |
| Employer contribution / active EE | $1,805 | $4,647-61.1% | $4,425-59.2% | $4,248-57.5% |
| Participant deferral / active EE | $2,030 | $8,044-74.8% | $7,759-73.8% | $6,531-68.9% |
| Admin fee / account holder | $119 | $14,755-99.2% | $13,620-99.1% | $14,480-99.2% |