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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 | $185,312-96.5% | $161,489-96.0% | $154,746-95.8% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 18.98% | 103.84%-84.9pp | 89.72%-70.7pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,235 | $4,769-74.1% | $4,268-71.1% | $4,379-71.8% |
| Participant deferral / active EE | $1,248 | $6,350-80.4% | $5,630-77.8% | $6,730-81.5% |
| Admin fee / account holder | $147 | $18,654-99.2% | $16,006-99.1% | $14,365-99.0% |