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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 | $15,791 | $162,136-90.3% | $152,301-89.6% | $154,746-89.8% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 28.04% | 91.02%-63.0pp | 80.50%-52.5pp | 172.34%-144.3pp |
| Employer contribution / active EE | $2,372 | $4,890-51.5% | $4,624-48.7% | $4,379-45.8% |
| Participant deferral / active EE | $2,505 | $8,341-70.0% | $8,004-68.7% | $6,730-62.8% |
| Admin fee / account holder | $92 | $15,759-99.4% | $14,398-99.4% | $14,365-99.4% |