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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 | $10,725 | $212,386-95.0% | $199,883-94.6% | $138,895-92.3% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.8%+2.1pp | 79.9%+9.0pp |
| Annual return | 14.89% | 47.75%-32.9pp | 43.81%-28.9pp | 145.39%-130.5pp |
| Employer contribution / active EE | $1,487 | $6,625-77.6% | $6,261-76.3% | $4,194-64.6% |
| Participant deferral / active EE | $1,830 | $9,617-81.0% | $9,138-80.0% | $6,396-71.4% |
| Admin fee / account holder | $188 | $18,233-99.0% | $17,268-98.9% | $12,562-98.5% |