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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 | $162,136-89.6% | $152,301-88.9% | $154,746-89.1% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 23.20% | 91.02%-67.8pp | 80.50%-57.3pp | 172.34%-149.1pp |
| Employer contribution / active EE | $1,918 | $4,890-60.8% | $4,624-58.5% | $4,379-56.2% |
| Participant deferral / active EE | $2,273 | $8,341-72.8% | $8,004-71.6% | $6,730-66.2% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |