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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 | $4,851 | $141,004-96.6% | $112,273-95.7% | $139,466-96.5% |
| Participation rate | 73.3% | 79.2%-5.9pp | 72.4%+0.9pp | 80.3%-7.0pp |
| Annual return | 32.55% | 32.75%-0.2pp | 30.23%+2.3pp | 373.66%-341.1pp |
| Employer contribution / active EE | $1,152 | $4,285-73.1% | $3,431-66.4% | $4,754-75.8% |
| Participant deferral / active EE | $1,364 | $5,878-76.8% | $4,800-71.6% | $6,712-79.7% |
| Admin fee / account holder | $230 | $9,959-97.7% | $7,752-97.0% | $11,409-98.0% |