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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 | $9,713 | $172,111-94.4% | $150,298-93.5% | $137,256-92.9% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 17.51% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,066 | $4,636-77.0% | $4,154-74.3% | $4,156-74.4% |
| Participant deferral / active EE | $1,232 | $6,166-80.0% | $5,453-77.4% | $6,407-80.8% |
| Admin fee / account holder | $65 | $16,471-99.6% | $14,116-99.5% | $12,270-99.5% |