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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 | $117,846-93.7% | $102,434-92.8% | $145,884-94.9% |
| Participation rate | 77.3% | 78.6%-1.4pp | 76.5%+0.8pp | 80.3%-3.0pp |
| Annual return | 13.96% | 31.90%-17.9pp | 29.46%-15.5pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,229 | $3,615-66.0% | $3,023-59.3% | $4,662-73.6% |
| Participant deferral / active EE | $1,577 | $5,733-72.5% | $5,055-68.8% | $6,690-76.4% |
| Admin fee / account holder | $37 | $13,356-99.7% | $9,462-99.6% | $13,392-99.7% |