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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 | $5,128 | $116,203-95.6% | $93,621-94.5% | $152,897-96.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.8%-0.8pp | 82.5%-7.5pp |
| Annual return | 32.27% | 35.96%-3.7pp | 32.76%-0.5pp | 345.43%-313.2pp |
| Employer contribution / active EE | $1,011 | $3,219-68.6% | $2,719-62.8% | $4,764-78.8% |
| Participant deferral / active EE | $1,018 | $4,605-77.9% | $4,070-75.0% | $5,851-82.6% |
| Admin fee / account holder | $55 | $10,751-99.5% | $7,890-99.3% | $11,599-99.5% |