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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 | $12,324 | $162,136-92.4% | $152,301-91.9% | $154,746-92.0% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 17.54% | 91.02%-73.5pp | 80.50%-63.0pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,225 | $4,890-75.0% | $4,624-73.5% | $4,379-72.0% |
| Participant deferral / active EE | $2,385 | $8,341-71.4% | $8,004-70.2% | $6,730-64.6% |
| Admin fee / account holder | $211 | $15,759-98.7% | $14,398-98.5% | $14,365-98.5% |