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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 | $7,580 | $154,228-95.1% | $145,433-94.8% | $137,256-94.5% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 90.64% | 74.59%+16.1pp | 66.58%+24.1pp | 220.34%-129.7pp |
| Employer contribution / active EE | $1,120 | $4,804-76.7% | $4,554-75.4% | $4,156-73.0% |
| Participant deferral / active EE | $1,280 | $8,216-84.4% | $7,897-83.8% | $6,407-80.0% |
| Admin fee / account holder | $18 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |