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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 | $181,062-97.8% | $158,223-97.4% | $155,188-97.4% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 28.80% | 57.39%-28.6pp | 52.09%-23.3pp | 148.84%-120.0pp |
| Employer contribution / active EE | $1,170 | $4,565-74.4% | $4,109-71.5% | $4,248-72.5% |
| Participant deferral / active EE | $1,162 | $6,134-81.1% | $5,467-78.7% | $6,531-82.2% |
| Admin fee / account holder | $51 | $18,825-99.7% | $16,047-99.7% | $14,480-99.6% |