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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 | $17,839 | $197,625-91.0% | $177,840-90.0% | $158,966-88.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 17.26% | 58.76%-41.5pp | 48.32%-31.1pp | 302.95%-285.7pp |
| Employer contribution / active EE | $3,575 | $6,698-46.6% | $5,919-39.6% | $4,762-24.9% |
| Participant deferral / active EE | $850 | $8,405-89.9% | $7,714-89.0% | $5,983-85.8% |
| Admin fee / account holder | $191 | $15,405-98.8% | $12,431-98.5% | $11,250-98.3% |