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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 | $6,229 | $154,228-96.0% | $145,433-95.7% | $137,256-95.5% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 21.24% | 74.59%-53.3pp | 66.58%-45.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,928 | $4,804-59.9% | $4,554-57.7% | $4,156-53.6% |
| Participant deferral / active EE | $2,281 | $8,216-72.2% | $7,897-71.1% | $6,407-64.4% |
| Admin fee / account holder | $31 | $14,344-99.8% | $13,129-99.8% | $12,270-99.7% |