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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 | $20,441 | $178,174-88.5% | $156,181-86.9% | $137,256-85.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 197.88% | 84.19%+113.7pp | 64.87%+133.0pp | 220.34%-22.5pp |
| Employer contribution / active EE | $1,799 | $4,972-63.8% | $4,294-58.1% | $4,156-56.7% |
| Participant deferral / active EE | $1,544 | $6,888-77.6% | $6,132-74.8% | $6,407-75.9% |
| Admin fee / account holder | $19 | $17,404-99.9% | $14,586-99.9% | $12,270-99.8% |