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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 | $5,404 | $165,381-96.7% | $149,730-96.4% | $158,966-96.6% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 14.77% | 348.29%-333.5pp | 276.70%-261.9pp | 302.95%-288.2pp |
| Employer contribution / active EE | $924 | $5,104-81.9% | $4,645-80.1% | $4,762-80.6% |
| Participant deferral / active EE | $1,443 | $7,182-79.9% | $6,843-78.9% | $5,983-75.9% |
| Admin fee / account holder | $168 | $10,809-98.4% | $9,310-98.2% | $11,250-98.5% |