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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 | $16,181 | $185,312-91.3% | $161,489-90.0% | $154,746-89.5% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 19.40% | 103.84%-84.4pp | 89.72%-70.3pp | 172.34%-152.9pp |
| Employer contribution / active EE | $1,032 | $4,769-78.4% | $4,268-75.8% | $4,379-76.4% |
| Participant deferral / active EE | $1,112 | $6,350-82.5% | $5,630-80.3% | $6,730-83.5% |
| Admin fee / account holder | $33 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |