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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 | $185,312-92.7% | $161,489-91.6% | $154,746-91.3% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 20.98% | 103.84%-82.9pp | 89.72%-68.7pp | 172.34%-151.4pp |
| Employer contribution / active EE | $1,082 | $4,769-77.3% | $4,268-74.7% | $4,379-75.3% |
| Participant deferral / active EE | $1,641 | $6,350-74.2% | $5,630-70.9% | $6,730-75.6% |
| Admin fee / account holder | $33 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |