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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 | $172,111-96.3% | $150,298-95.7% | $137,256-95.3% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 18.98% | 69.37%-50.4pp | 62.79%-43.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,235 | $4,636-73.4% | $4,154-70.3% | $4,156-70.3% |
| Participant deferral / active EE | $1,248 | $6,166-79.8% | $5,453-77.1% | $6,407-80.5% |
| Admin fee / account holder | $147 | $16,471-99.1% | $14,116-99.0% | $12,270-98.8% |