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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 | $17,820 | $178,174-90.0% | $156,181-88.6% | $137,256-87.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.92% | 84.19%-66.3pp | 64.87%-47.0pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,884 | $4,972-62.1% | $4,294-56.1% | $4,156-54.7% |
| Participant deferral / active EE | $1,933 | $6,888-71.9% | $6,132-68.5% | $6,407-69.8% |
| Admin fee / account holder | $64 | $17,404-99.6% | $14,586-99.6% | $12,270-99.5% |