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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 | $156,398-92.6% | $147,318-92.2% | $138,895-91.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 22.97% | 78.75%-55.8pp | 70.43%-47.5pp | 145.39%-122.4pp |
| Employer contribution / active EE | $987 | $4,853-79.7% | $4,593-78.5% | $4,194-76.5% |
| Participant deferral / active EE | $1,198 | $8,237-85.5% | $7,906-84.8% | $6,396-81.3% |
| Admin fee / account holder | $24 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |