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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 | $7,379 | $117,895-93.7% | $102,460-92.8% | $145,897-94.9% |
| Participation rate | 77.3% | 78.6%-1.4pp | 76.5%+0.8pp | 80.3%-3.0pp |
| Annual return | 13.96% | 31.92%-18.0pp | 29.47%-15.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,229 | $3,619-66.0% | $3,025-59.4% | $4,663-73.6% |
| Participant deferral / active EE | $1,577 | $5,736-72.5% | $5,056-68.8% | $6,689-76.4% |
| Admin fee / account holder | $37 | $13,353-99.7% | $9,460-99.6% | $13,390-99.7% |