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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 | $8,895 | $148,623-94.0% | $135,974-93.5% | $139,466-93.6% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+10.9pp | 80.3%+12.5pp |
| Annual return | 25.03% | 79.30%-54.3pp | 68.30%-43.3pp | 373.66%-348.6pp |
| Employer contribution / active EE | $1,519 | $5,246-71.0% | $4,859-68.7% | $4,754-68.0% |
| Participant deferral / active EE | $1,876 | $8,103-76.8% | $7,760-75.8% | $6,712-72.0% |
| Admin fee / account holder | $186 | $12,406-98.5% | $10,767-98.3% | $11,409-98.4% |