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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 | $10,344 | $156,398-93.4% | $147,318-93.0% | $138,895-92.6% |
| Participation rate | 78.3% | 83.8%-5.5pp | 82.1%-3.8pp | 79.9%-1.7pp |
| Annual return | 22.36% | 78.75%-56.4pp | 70.43%-48.1pp | 145.39%-123.0pp |
| Employer contribution / active EE | $939 | $4,853-80.7% | $4,593-79.6% | $4,194-77.6% |
| Participant deferral / active EE | $1,267 | $8,237-84.6% | $7,906-84.0% | $6,396-80.2% |
| Admin fee / account holder | $64 | $14,976-99.6% | $13,708-99.5% | $12,562-99.5% |