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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 | $11,122 | $160,040-93.1% | $147,096-92.4% | $145,877-92.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 16.91% | 98.49%-81.6pp | 419.75%-402.8pp | 551.28%-534.4pp |
| Employer contribution / active EE | $1,609 | $5,289-69.6% | $4,936-67.4% | $4,663-65.5% |
| Participant deferral / active EE | $2,474 | $8,429-70.6% | $8,071-69.3% | $6,691-63.0% |
| Admin fee / account holder | $139 | $15,050-99.1% | $13,005-98.9% | $13,402-99.0% |