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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 | $10,290 | $135,956-92.4% | $123,894-91.7% | $273,972-96.2% |
| Participation rate | 94.4% | 84.1%+10.4pp | 81.4%+13.0pp | 83.0%+11.4pp |
| Annual return | 6.41% | 56.63%-50.2pp | 47.52%-41.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,017 | $5,170-80.3% | $4,617-78.0% | $4,869-79.1% |
| Participant deferral / active EE | $1,191 | $6,343-81.2% | $5,984-80.1% | $5,287-77.5% |
| Admin fee / account holder | $163 | $9,817-98.3% | $8,357-98.0% | $10,133-98.4% |