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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 | $9,995 | $162,136-93.8% | $152,301-93.4% | $154,746-93.5% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 21.87% | 91.02%-69.2pp | 80.50%-58.6pp | 172.34%-150.5pp |
| Employer contribution / active EE | $928 | $4,890-81.0% | $4,624-79.9% | $4,379-78.8% |
| Participant deferral / active EE | $2,139 | $8,341-74.4% | $8,004-73.3% | $6,730-68.2% |
| Admin fee / account holder | $42 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |