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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 | $8,717 | $104,251-91.6% | $91,004-90.4% | $147,586-94.1% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.6%-0.6pp | 82.8%-7.8pp |
| Annual return | 21.08% | 27.06%-6.0pp | 4.60%+16.5pp | 578.59%-557.5pp |
| Employer contribution / active EE | $847 | $3,116-72.8% | $2,456-65.5% | $4,876-82.6% |
| Participant deferral / active EE | $779 | $4,195-81.4% | $3,548-78.0% | $5,439-85.7% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |