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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 | $10,433 | $154,228-93.2% | $145,433-92.8% | $137,256-92.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 228.74% | 74.59%+154.2pp | 66.58%+162.2pp | 220.34%+8.4pp |
| Employer contribution / active EE | $7,523 | $4,804+56.6% | $4,554+65.2% | $4,156+81.0% |
| Participant deferral / active EE | $900 | $8,216-89.0% | $7,897-88.6% | $6,407-86.0% |
| Admin fee / account holder | $19 | $14,344-99.9% | $13,129-99.9% | $12,270-99.8% |