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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 | $6,885 | $174,379-96.1% | $152,093-95.5% | $138,895-95.0% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.8%+12.2pp | 79.9%+10.1pp |
| Annual return | 23.10% | 74.86%-51.8pp | 66.36%-43.3pp | 145.39%-122.3pp |
| Employer contribution / active EE | $1,369 | $4,652-70.6% | $4,175-67.2% | $4,194-67.4% |
| Participant deferral / active EE | $1,519 | $6,159-75.3% | $5,451-72.1% | $6,396-76.3% |
| Admin fee / account holder | $15 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |