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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 | $15,559 | $176,786-91.2% | $146,643-89.4% | $167,536-90.7% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 19.47% | 24.04%-4.6pp | 22.75%-3.3pp | 478.82%-459.3pp |
| Employer contribution / active EE | $1,180 | $5,161-77.1% | $4,137-71.5% | $4,839-75.6% |
| Participant deferral / active EE | $1,969 | $6,440-69.4% | $5,506-64.2% | $6,342-69.0% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |