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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 | $2,639 | $107,666-97.5% | $102,184-97.4% | $154,746-98.3% |
| Participation rate | 78.6% | 83.7%-5.1pp | 82.6%-4.0pp | 80.7%-2.1pp |
| Annual return | 28.48% | 29.33%-0.8pp | 31.58%-3.1pp | 172.34%-143.9pp |
| Employer contribution / active EE | $1,143 | $3,846-70.3% | $3,594-68.2% | $4,379-73.9% |
| Participant deferral / active EE | $1,336 | $8,719-84.7% | $8,309-83.9% | $6,730-80.2% |
| Admin fee / account holder | $238 | $12,943-98.2% | $11,609-97.9% | $14,365-98.3% |