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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 | $17,824 | $165,361-89.2% | $149,715-88.1% | $158,950-88.8% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 23.84% | 348.24%-324.4pp | 276.66%-252.8pp | 302.91%-279.1pp |
| Employer contribution / active EE | $2,161 | $5,103-57.7% | $4,645-53.5% | $4,762-54.6% |
| Participant deferral / active EE | $1,568 | $7,182-78.2% | $6,842-77.1% | $5,983-73.8% |
| Admin fee / account holder | $55 | $10,808-99.5% | $9,310-99.4% | $11,248-99.5% |