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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 | $27,305 | $196,972-86.1% | $182,262-85.0% | $198,609-86.3% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 21.79% | 158.27%-136.5pp | 140.60%-118.8pp | 202.70%-180.9pp |
| Employer contribution / active EE | $3,085 | $5,364-42.5% | $5,046-38.9% | $5,055-39.0% |
| Participant deferral / active EE | $3,418 | $8,643-60.4% | $8,276-58.7% | $6,977-51.0% |
| Admin fee / account holder | $20 | $18,429-99.9% | $16,712-99.9% | $19,030-99.9% |