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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 | $9,977 | $154,228-93.5% | $145,433-93.1% | $137,256-92.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 21.76% | 74.59%-52.8pp | 66.58%-44.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,368 | $4,804-71.5% | $4,554-70.0% | $4,156-67.1% |
| Participant deferral / active EE | $1,603 | $8,216-80.5% | $7,897-79.7% | $6,407-75.0% |
| Admin fee / account holder | $142 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |