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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 | $8,220 | $183,516-95.5% | $155,534-94.7% | $145,884-94.4% |
| Participation rate | 76.2% | 82.7%-6.5pp | 78.2%-2.0pp | 80.3%-4.1pp |
| Annual return | 22.18% | 61.43%-39.2pp | 64.92%-42.7pp | 551.85%-529.7pp |
| Employer contribution / active EE | $1,225 | $5,315-77.0% | $4,675-73.8% | $4,662-73.7% |
| Participant deferral / active EE | $1,723 | $6,467-73.4% | $5,630-69.4% | $6,690-74.2% |
| Admin fee / account holder | $290 | $19,293-98.5% | $15,900-98.2% | $13,392-97.8% |