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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 | $8,315 | $183,627-95.5% | $155,602-94.7% | $145,978-94.3% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 14.72% | 61.32%-46.6pp | 64.81%-50.1pp | 550.52%-535.8pp |
| Employer contribution / active EE | $1,423 | $5,316-73.2% | $4,675-69.6% | $4,662-69.5% |
| Participant deferral / active EE | $1,797 | $6,466-72.2% | $5,629-68.1% | $6,690-73.1% |
| Admin fee / account holder | $157 | $19,327-99.2% | $15,923-99.0% | $13,400-98.8% |