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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 | $7,117 | $185,312-96.2% | $161,489-95.6% | $154,746-95.4% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 64.54% | 103.84%-39.3pp | 89.72%-25.2pp | 172.34%-107.8pp |
| Employer contribution / active EE | $1,147 | $4,769-76.0% | $4,268-73.1% | $4,379-73.8% |
| Participant deferral / active EE | $1,575 | $6,350-75.2% | $5,630-72.0% | $6,730-76.6% |
| Admin fee / account holder | $231 | $18,654-98.8% | $16,006-98.6% | $14,365-98.4% |