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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 | $14,284 | $162,136-91.2% | $152,301-90.6% | $154,746-90.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.05% | 91.02%-70.0pp | 80.50%-59.4pp | 172.34%-151.3pp |
| Employer contribution / active EE | $1,155 | $4,890-76.4% | $4,624-75.0% | $4,379-73.6% |
| Participant deferral / active EE | $1,298 | $8,341-84.4% | $8,004-83.8% | $6,730-80.7% |
| Admin fee / account holder | $19 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |