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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 | $181,062-96.1% | $158,223-95.5% | $155,188-95.4% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 64.54% | 57.39%+7.2pp | 52.09%+12.4pp | 148.84%-84.3pp |
| Employer contribution / active EE | $1,147 | $4,565-74.9% | $4,109-72.1% | $4,248-73.0% |
| Participant deferral / active EE | $1,575 | $6,134-74.3% | $5,467-71.2% | $6,531-75.9% |
| Admin fee / account holder | $231 | $18,825-98.8% | $16,047-98.6% | $14,480-98.4% |