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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 | $16,594 | $135,956-87.8% | $123,894-86.6% | $273,972-93.9% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 6.07% | 56.63%-50.6pp | 47.52%-41.4pp | 41.46%-35.4pp |
| Employer contribution / active EE | $963 | $5,170-81.4% | $4,617-79.1% | $4,869-80.2% |
| Participant deferral / active EE | $256 | $6,343-96.0% | $5,984-95.7% | $5,287-95.2% |
| Admin fee / account holder | $194 | $9,817-98.0% | $8,357-97.7% | $10,133-98.1% |