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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 | $12,098 | $178,174-93.2% | $156,181-92.3% | $137,256-91.2% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 20.13% | 84.19%-64.1pp | 64.87%-44.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,223 | $4,972-75.4% | $4,294-71.5% | $4,156-70.6% |
| Participant deferral / active EE | $2,021 | $6,888-70.7% | $6,132-67.0% | $6,407-68.5% |
| Admin fee / account holder | $18 | $17,404-99.9% | $14,586-99.9% | $12,270-99.9% |