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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 | $8,807 | $157,296-94.4% | $141,191-93.8% | $152,897-94.2% |
| Participation rate | 78.9% | 84.8%-5.9pp | 82.5%-3.5pp | 82.5%-3.5pp |
| Annual return | 30.47% | 64.34%-33.9pp | 71.41%-40.9pp | 345.43%-315.0pp |
| Employer contribution / active EE | $1,636 | $5,262-68.9% | $4,736-65.5% | $4,764-65.7% |
| Participant deferral / active EE | $1,954 | $7,111-72.5% | $6,710-70.9% | $5,851-66.6% |
| Admin fee / account holder | $169 | $12,125-98.6% | $10,264-98.3% | $11,599-98.5% |