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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 | $13,523 | $181,062-92.5% | $158,223-91.5% | $155,188-91.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 20.98% | 57.39%-36.4pp | 52.09%-31.1pp | 148.84%-127.9pp |
| Employer contribution / active EE | $1,082 | $4,565-76.3% | $4,109-73.7% | $4,248-74.5% |
| Participant deferral / active EE | $1,641 | $6,134-73.2% | $5,467-70.0% | $6,531-74.9% |
| Admin fee / account holder | $33 | $18,825-99.8% | $16,047-99.8% | $14,480-99.8% |