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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 | $10,781 | $156,398-93.1% | $147,318-92.7% | $138,895-92.2% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 20.80% | 78.75%-58.0pp | 70.43%-49.6pp | 145.39%-124.6pp |
| Employer contribution / active EE | $1,820 | $4,853-62.5% | $4,593-60.4% | $4,194-56.6% |
| Participant deferral / active EE | $1,985 | $8,237-75.9% | $7,906-74.9% | $6,396-69.0% |
| Admin fee / account holder | $23 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |