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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 | $4,986 | $99,875-95.0% | $146,866-96.6% | $86,983-94.3% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.5%+6.0pp | 69.5%+18.9pp |
| Annual return | 19.06% | 28.10%-9.0pp | 102.85%-83.8pp | 25.83%-6.8pp |
| Employer contribution / active EE | $692 | $3,224-78.5% | $4,425-84.4% | $2,584-73.2% |
| Participant deferral / active EE | $1,188 | $6,322-81.2% | $7,759-84.7% | $4,194-71.7% |
| Admin fee / account holder | $295 | $7,838-96.2% | $13,620-97.8% | $7,856-96.2% |