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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 | $8,848 | $162,136-94.5% | $152,301-94.2% | $154,746-94.3% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 23.65% | 91.02%-67.4pp | 80.50%-56.8pp | 172.34%-148.7pp |
| Employer contribution / active EE | $1,379 | $4,890-71.8% | $4,624-70.2% | $4,379-68.5% |
| Participant deferral / active EE | $1,634 | $8,341-80.4% | $8,004-79.6% | $6,730-75.7% |
| Admin fee / account holder | $32 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |