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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 | $20,061 | $178,174-88.7% | $156,181-87.2% | $137,256-85.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.41% | 84.19%-66.8pp | 64.87%-47.5pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,748 | $4,972-64.8% | $4,294-59.3% | $4,156-57.9% |
| Participant deferral / active EE | $849 | $6,888-87.7% | $6,132-86.2% | $6,407-86.8% |
| Admin fee / account holder | $212 | $17,404-98.8% | $14,586-98.5% | $12,270-98.3% |