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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 | $156,398-93.4% | $147,318-93.0% | $138,895-92.6% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 20.47% | 78.75%-58.3pp | 70.43%-50.0pp | 145.39%-124.9pp |
| Employer contribution / active EE | $1,728 | $4,853-64.4% | $4,593-62.4% | $4,194-58.8% |
| Participant deferral / active EE | $2,439 | $8,237-70.4% | $7,906-69.2% | $6,396-61.9% |
| Admin fee / account holder | $234 | $14,976-98.4% | $13,708-98.3% | $12,562-98.1% |