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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 | $7,363 | $165,381-95.5% | $149,730-95.1% | $158,966-95.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 30.73% | 348.29%-317.6pp | 276.70%-246.0pp | 302.95%-272.2pp |
| Employer contribution / active EE | $1,158 | $5,104-77.3% | $4,645-75.1% | $4,762-75.7% |
| Participant deferral / active EE | $1,877 | $7,182-73.9% | $6,843-72.6% | $5,983-68.6% |
| Admin fee / account holder | $54 | $10,809-99.5% | $9,310-99.4% | $11,250-99.5% |