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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 | $20,311 | $138,312-85.3% | $122,979-83.5% | $155,188-86.9% |
| Participation rate | 80.0% | 80.2%-0.2pp | 77.2%+2.8pp | 80.8%-0.8pp |
| Annual return | 17.53% | 22.06%-4.5pp | 20.12%-2.6pp | 148.84%-131.3pp |
| Employer contribution / active EE | $1,251 | $3,530-64.6% | $3,062-59.1% | $4,248-70.5% |
| Participant deferral / active EE | $1,626 | $5,592-70.9% | $5,003-67.5% | $6,531-75.1% |
| Admin fee / account holder | $128 | $15,089-99.2% | $12,864-99.0% | $14,480-99.1% |