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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 | $7,343 | $135,956-94.6% | $123,894-94.1% | $273,972-97.3% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 12.12% | 56.63%-44.5pp | 47.52%-35.4pp | 41.46%-29.3pp |
| Employer contribution / active EE | $1,957 | $5,170-62.2% | $4,617-57.6% | $4,869-59.8% |
| Participant deferral / active EE | $1,957 | $6,343-69.2% | $5,984-67.3% | $5,287-63.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |