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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 | $12,266 | $171,492-92.8% | $150,734-91.9% | $198,609-93.8% |
| Participation rate | 84.2% | 81.4%+2.8pp | 78.4%+5.8pp | 82.4%+1.8pp |
| Annual return | 18.04% | 804.70%-786.7pp | 600.81%-582.8pp | 202.70%-184.7pp |
| Employer contribution / active EE | $1,474 | $5,470-73.1% | $4,918-70.0% | $5,055-70.8% |
| Participant deferral / active EE | $1,767 | $6,259-71.8% | $5,610-68.5% | $6,977-74.7% |
| Admin fee / account holder | $230 | $17,628-98.7% | $14,905-98.5% | $19,030-98.8% |