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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 | $162,136-95.3% | $152,301-95.0% | $154,746-95.1% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 90.64% | 91.02%-0.4pp | 80.50%+10.1pp | 172.34%-81.7pp |
| Employer contribution / active EE | $1,120 | $4,890-77.1% | $4,624-75.8% | $4,379-74.4% |
| Participant deferral / active EE | $1,280 | $8,341-84.7% | $8,004-84.0% | $6,730-81.0% |
| Admin fee / account holder | $18 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |