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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 | $7,821 | $147,556-94.7% | $129,031-93.9% | $198,609-96.1% |
| Participation rate | 76.5% | 77.2%-0.8pp | 73.4%+3.1pp | 82.4%-5.9pp |
| Annual return | 10.89% | 37.41%-26.5pp | 34.67%-23.8pp | 202.70%-191.8pp |
| Employer contribution / active EE | $919 | $3,645-74.8% | $3,226-71.5% | $5,055-81.8% |
| Participant deferral / active EE | $1,085 | $5,760-81.2% | $5,217-79.2% | $6,977-84.5% |
| Admin fee / account holder | $191 | $15,467-98.8% | $13,208-98.6% | $19,030-99.0% |