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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 | $9,497 | $215,361-95.6% | $171,082-94.4% | $273,972-96.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 3.77% | 25.14%-21.4pp | 32.56%-28.8pp | 41.46%-37.7pp |
| Employer contribution / active EE | $809 | $4,967-83.7% | $4,002-79.8% | $4,869-83.4% |
| Participant deferral / active EE | $661 | $5,543-88.1% | $4,797-86.2% | $5,287-87.5% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |