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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 | $11,555 | $155,555-92.6% | $146,866-92.1% | $155,188-92.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 22.97% | 115.41%-92.4pp | 102.85%-79.9pp | 148.84%-125.9pp |
| Employer contribution / active EE | $987 | $4,647-78.8% | $4,425-77.7% | $4,248-76.8% |
| Participant deferral / active EE | $1,198 | $8,044-85.1% | $7,759-84.6% | $6,531-81.7% |
| Admin fee / account holder | $24 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |