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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 | $155,555-93.4% | $146,866-93.0% | $155,188-93.3% |
| Participation rate | 78.3% | 84.0%-5.7pp | 82.5%-4.2pp | 80.8%-2.5pp |
| Annual return | 22.36% | 115.41%-93.1pp | 102.85%-80.5pp | 148.84%-126.5pp |
| Employer contribution / active EE | $939 | $4,647-79.8% | $4,425-78.8% | $4,248-77.9% |
| Participant deferral / active EE | $1,267 | $8,044-84.2% | $7,759-83.7% | $6,531-80.6% |
| Admin fee / account holder | $64 | $14,755-99.6% | $13,620-99.5% | $14,480-99.6% |