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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 | $181,062-96.2% | $158,223-95.6% | $155,188-95.6% |
| Participation rate | 90.0% | 82.7%+7.3pp | 79.2%+10.8pp | 80.8%+9.2pp |
| Annual return | 23.10% | 57.39%-34.3pp | 52.09%-29.0pp | 148.84%-125.7pp |
| Employer contribution / active EE | $1,369 | $4,565-70.0% | $4,109-66.7% | $4,248-67.8% |
| Participant deferral / active EE | $1,519 | $6,134-75.2% | $5,467-72.2% | $6,531-76.7% |
| Admin fee / account holder | $15 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |