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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 | $16,689 | $162,136-89.7% | $152,301-89.0% | $154,746-89.2% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 18.98% | 91.02%-72.0pp | 80.50%-61.5pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,905 | $4,890-61.0% | $4,624-58.8% | $4,379-56.5% |
| Participant deferral / active EE | $1,972 | $8,341-76.4% | $8,004-75.4% | $6,730-70.7% |
| Admin fee / account holder | $54 | $15,759-99.7% | $14,398-99.6% | $14,365-99.6% |