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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 | $3,634 | $183,627-98.0% | $155,602-97.7% | $145,978-97.5% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 62.85% | 61.32%+1.5pp | 64.81%-2.0pp | 550.52%-487.7pp |
| Employer contribution / active EE | $1,256 | $5,316-76.4% | $4,675-73.1% | $4,662-73.1% |
| Participant deferral / active EE | $1,568 | $6,466-75.7% | $5,629-72.1% | $6,690-76.6% |
| Admin fee / account holder | $226 | $19,327-98.8% | $15,923-98.6% | $13,400-98.3% |