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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 | $4,715 | $155,555-97.0% | $146,866-96.8% | $155,188-97.0% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.5%+13.1pp | 80.8%+14.8pp |
| Annual return | 25.30% | 115.41%-90.1pp | 102.85%-77.6pp | 148.84%-123.5pp |
| Employer contribution / active EE | $1,003 | $4,647-78.4% | $4,425-77.3% | $4,248-76.4% |
| Participant deferral / active EE | $1,357 | $8,044-83.1% | $7,759-82.5% | $6,531-79.2% |
| Admin fee / account holder | $15 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |