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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 | $13,408 | $178,174-92.5% | $156,181-91.4% | $137,256-90.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.30% | 84.19%-65.9pp | 64.87%-46.6pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,298 | $4,972-73.9% | $4,294-69.8% | $4,156-68.8% |
| Participant deferral / active EE | $1,268 | $6,888-81.6% | $6,132-79.3% | $6,407-80.2% |
| Admin fee / account holder | $269 | $17,404-98.5% | $14,586-98.2% | $12,270-97.8% |