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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 | $10,071 | $172,111-94.1% | $150,298-93.3% | $137,256-92.7% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 23.66% | 69.37%-45.7pp | 62.79%-39.1pp | 220.34%-196.7pp |
| Employer contribution / active EE | $1,875 | $4,636-59.6% | $4,154-54.9% | $4,156-54.9% |
| Participant deferral / active EE | $827 | $6,166-86.6% | $5,453-84.8% | $6,407-87.1% |
| Admin fee / account holder | $28 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |