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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 | $9,972 | $162,136-93.8% | $152,301-93.5% | $154,746-93.6% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 20.60% | 91.02%-70.4pp | 80.50%-59.9pp | 172.34%-151.7pp |
| Employer contribution / active EE | $1,043 | $4,890-78.7% | $4,624-77.4% | $4,379-76.2% |
| Participant deferral / active EE | $1,628 | $8,341-80.5% | $8,004-79.7% | $6,730-75.8% |
| Admin fee / account holder | $165 | $15,759-99.0% | $14,398-98.9% | $14,365-98.8% |