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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 | $199,109-93.9% | $173,730-93.0% | $154,746-92.2% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.6%+6.1pp | 80.7%+5.0pp |
| Annual return | 20.13% | 20.02%+0.1pp | 19.96%+0.2pp | 172.34%-152.2pp |
| Employer contribution / active EE | $1,223 | $5,311-77.0% | $4,577-73.3% | $4,379-72.1% |
| Participant deferral / active EE | $2,021 | $7,113-71.6% | $6,326-68.1% | $6,730-70.0% |
| Admin fee / account holder | $18 | $20,916-99.9% | $17,523-99.9% | $14,365-99.9% |