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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 | $162,136-93.6% | $152,301-93.2% | $154,746-93.3% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 20.47% | 91.02%-70.6pp | 80.50%-60.0pp | 172.34%-151.9pp |
| Employer contribution / active EE | $1,728 | $4,890-64.7% | $4,624-62.6% | $4,379-60.5% |
| Participant deferral / active EE | $2,439 | $8,341-70.8% | $8,004-69.5% | $6,730-63.8% |
| Admin fee / account holder | $234 | $15,759-98.5% | $14,398-98.4% | $14,365-98.4% |