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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 | $31,370 | $153,769-79.6% | $133,975-76.6% | $273,972-88.5% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 7.77% | 36.51%-28.7pp | 29.29%-21.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $70 | $6,958-99.0% | $6,282-98.9% | $5,287-98.7% |
| Admin fee / account holder | $32 | $11,765-99.7% | $9,324-99.7% | $10,133-99.7% |