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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 | $5,887 | $154,228-96.2% | $145,433-96.0% | $137,256-95.7% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 67.79% | 74.59%-6.8pp | 66.58%+1.2pp | 220.34%-152.5pp |
| Employer contribution / active EE | $1,204 | $4,804-74.9% | $4,554-73.6% | $4,156-71.0% |
| Participant deferral / active EE | $2,176 | $8,216-73.5% | $7,897-72.4% | $6,407-66.0% |
| Admin fee / account holder | $206 | $14,344-98.6% | $13,129-98.4% | $12,270-98.3% |