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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 | $4,831 | $183,627-97.4% | $155,602-96.9% | $145,978-96.7% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 16.10% | 61.32%-45.2pp | 64.81%-48.7pp | 550.52%-534.4pp |
| Employer contribution / active EE | $1,048 | $5,316-80.3% | $4,675-77.6% | $4,662-77.5% |
| Participant deferral / active EE | $1,147 | $6,466-82.3% | $5,629-79.6% | $6,690-82.9% |
| Admin fee / account holder | $86 | $19,327-99.6% | $15,923-99.5% | $13,400-99.4% |