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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 | $16,928 | $196,972-91.4% | $182,262-90.7% | $198,609-91.5% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 23.20% | 158.27%-135.1pp | 140.60%-117.4pp | 202.70%-179.5pp |
| Employer contribution / active EE | $1,918 | $5,364-64.2% | $5,046-62.0% | $5,055-62.1% |
| Participant deferral / active EE | $2,273 | $8,643-73.7% | $8,276-72.5% | $6,977-67.4% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |