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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 | $10,325 | $196,972-94.8% | $182,262-94.3% | $198,609-94.8% |
| Participation rate | 87.5% | 85.7%+1.8pp | 84.2%+3.3pp | 82.4%+5.1pp |
| Annual return | 20.47% | 158.27%-137.8pp | 140.60%-120.1pp | 202.70%-182.2pp |
| Employer contribution / active EE | $1,728 | $5,364-67.8% | $5,046-65.7% | $5,055-65.8% |
| Participant deferral / active EE | $2,439 | $8,643-71.8% | $8,276-70.5% | $6,977-65.0% |
| Admin fee / account holder | $234 | $18,429-98.7% | $16,712-98.6% | $19,030-98.8% |