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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 | $6,368 | $178,174-96.4% | $156,181-95.9% | $137,256-95.4% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 15.83% | 84.19%-68.4pp | 64.87%-49.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $3,575 | $4,972-28.1% | $4,294-16.8% | $4,156-14.0% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $21 | $17,404-99.9% | $14,586-99.9% | $12,270-99.8% |