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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 | $12,693 | $176,794-92.8% | $146,647-91.3% | $167,553-92.4% |
| Participation rate | 76.9% | 83.6%-6.7pp | 80.1%-3.2pp | 82.1%-5.2pp |
| Annual return | 16.17% | 24.04%-7.9pp | 22.75%-6.6pp | 478.89%-462.7pp |
| Employer contribution / active EE | $1,328 | $5,161-74.3% | $4,137-67.9% | $4,840-72.6% |
| Participant deferral / active EE | $1,628 | $6,440-74.7% | $5,506-70.4% | $6,343-74.3% |
| Admin fee / account holder | $250 | $13,262-98.1% | $10,281-97.6% | $12,316-98.0% |