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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 | $6,250 | $181,062-96.5% | $158,223-96.1% | $155,188-96.0% |
| Participation rate | 94.4% | 82.7%+11.8pp | 79.2%+15.2pp | 80.8%+13.6pp |
| Annual return | 19.35% | 57.39%-38.0pp | 52.09%-32.7pp | 148.84%-129.5pp |
| Employer contribution / active EE | $972 | $4,565-78.7% | $4,109-76.3% | $4,248-77.1% |
| Participant deferral / active EE | $1,595 | $6,134-74.0% | $5,467-70.8% | $6,531-75.6% |
| Admin fee / account holder | $257 | $18,825-98.6% | $16,047-98.4% | $14,480-98.2% |