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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 | $10,642 | $172,111-93.8% | $150,298-92.9% | $137,256-92.2% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 23.30% | 69.37%-46.1pp | 62.79%-39.5pp | 220.34%-197.0pp |
| Employer contribution / active EE | $1,264 | $4,636-72.7% | $4,154-69.6% | $4,156-69.6% |
| Participant deferral / active EE | $1,478 | $6,166-76.0% | $5,453-72.9% | $6,407-76.9% |
| Admin fee / account holder | $17 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |