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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 | $16,186 | $162,136-90.0% | $152,301-89.4% | $154,746-89.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 19.62% | 91.02%-71.4pp | 80.50%-60.9pp | 172.34%-152.7pp |
| Employer contribution / active EE | $1,707 | $4,890-65.1% | $4,624-63.1% | $4,379-61.0% |
| Participant deferral / active EE | $2,002 | $8,341-76.0% | $8,004-75.0% | $6,730-70.3% |
| Admin fee / account holder | $230 | $15,759-98.5% | $14,398-98.4% | $14,365-98.4% |