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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 | $7,352 | $154,228-95.2% | $145,433-94.9% | $137,256-94.6% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 23.64% | 74.59%-50.9pp | 66.58%-42.9pp | 220.34%-196.7pp |
| Employer contribution / active EE | $1,057 | $4,804-78.0% | $4,554-76.8% | $4,156-74.6% |
| Participant deferral / active EE | $2,226 | $8,216-72.9% | $7,897-71.8% | $6,407-65.3% |
| Admin fee / account holder | $141 | $14,344-99.0% | $13,129-98.9% | $12,270-98.9% |