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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 | $6,426 | $174,379-96.3% | $152,093-95.8% | $138,895-95.4% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 18.98% | 74.86%-55.9pp | 66.36%-47.4pp | 145.39%-126.4pp |
| Employer contribution / active EE | $1,235 | $4,652-73.4% | $4,175-70.4% | $4,194-70.5% |
| Participant deferral / active EE | $1,248 | $6,159-79.7% | $5,451-77.1% | $6,396-80.5% |
| Admin fee / account holder | $147 | $16,880-99.1% | $14,497-99.0% | $12,562-98.8% |