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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 | $6,632 | $139,948-95.3% | $121,663-94.5% | $154,746-95.7% |
| Participation rate | 81.3% | 78.0%+3.2pp | 74.5%+6.8pp | 80.7%+0.5pp |
| Annual return | 21.21% | 230.52%-209.3pp | 147.54%-126.3pp | 172.34%-151.1pp |
| Employer contribution / active EE | $1,249 | $3,521-64.5% | $3,020-58.6% | $4,379-71.5% |
| Participant deferral / active EE | $1,634 | $5,629-71.0% | $4,887-66.6% | $6,730-75.7% |
| Admin fee / account holder | $197 | $17,321-98.9% | $14,289-98.6% | $14,365-98.6% |