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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 | $8,327 | $162,136-94.9% | $152,301-94.5% | $154,746-94.6% |
| Participation rate | 94.4% | 84.1%+10.3pp | 82.4%+12.0pp | 80.7%+13.7pp |
| Annual return | 20.29% | 91.02%-70.7pp | 80.50%-60.2pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,437 | $4,890-70.6% | $4,624-68.9% | $4,379-67.2% |
| Participant deferral / active EE | $1,667 | $8,341-80.0% | $8,004-79.2% | $6,730-75.2% |
| Admin fee / account holder | $83 | $15,759-99.5% | $14,398-99.4% | $14,365-99.4% |