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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 | $17,295 | $162,136-89.3% | $152,301-88.6% | $154,746-88.8% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 24.27% | 91.02%-66.8pp | 80.50%-56.2pp | 172.34%-148.1pp |
| Employer contribution / active EE | $2,432 | $4,890-50.3% | $4,624-47.4% | $4,379-44.5% |
| Participant deferral / active EE | $2,533 | $8,341-69.6% | $8,004-68.4% | $6,730-62.4% |
| Admin fee / account holder | $35 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |