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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 | $30,155 | $282,059-89.3% | $213,469-85.9% | $154,746-80.5% |
| Participation rate | 70.0% | 82.7%-12.7pp | 77.1%-7.1pp | 80.7%-10.7pp |
| Annual return | 19.22% | 20.90%-1.7pp | 20.58%-1.4pp | 172.34%-153.1pp |
| Employer contribution / active EE | $4,500 | $6,189-27.3% | $4,994-9.9% | $4,379+2.8% |
| Participant deferral / active EE | $0 | $8,186-100.0% | $6,841-100.0% | $6,730-100.0% |
| Admin fee / account holder | $263 | $37,435-99.3% | $27,141-99.0% | $14,365-98.2% |