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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 | $4,070 | $185,312-97.8% | $161,489-97.5% | $154,746-97.4% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 28.80% | 103.84%-75.0pp | 89.72%-60.9pp | 172.34%-143.5pp |
| Employer contribution / active EE | $1,170 | $4,769-75.5% | $4,268-72.6% | $4,379-73.3% |
| Participant deferral / active EE | $1,162 | $6,350-81.7% | $5,630-79.4% | $6,730-82.7% |
| Admin fee / account holder | $51 | $18,654-99.7% | $16,006-99.7% | $14,365-99.6% |