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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 | $5,301 | $162,136-96.7% | $152,301-96.5% | $154,746-96.6% |
| Participation rate | 93.8% | 84.1%+9.6pp | 82.4%+11.3pp | 80.7%+13.0pp |
| Annual return | 31.22% | 91.02%-59.8pp | 80.50%-49.3pp | 172.34%-141.1pp |
| Employer contribution / active EE | $1,615 | $4,890-67.0% | $4,624-65.1% | $4,379-63.1% |
| Participant deferral / active EE | $1,683 | $8,341-79.8% | $8,004-79.0% | $6,730-75.0% |
| Admin fee / account holder | $128 | $15,759-99.2% | $14,398-99.1% | $14,365-99.1% |