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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 | $6,013 | $117,904-94.9% | $102,457-94.1% | $145,978-95.9% |
| Participation rate | 86.7% | 78.6%+8.1pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 15.75% | 31.80%-16.0pp | 29.41%-13.7pp | 550.52%-534.8pp |
| Employer contribution / active EE | $1,080 | $3,613-70.1% | $3,022-64.3% | $4,662-76.8% |
| Participant deferral / active EE | $1,254 | $5,733-78.1% | $5,054-75.2% | $6,690-81.3% |
| Admin fee / account holder | $142 | $13,329-98.9% | $9,451-98.5% | $13,400-98.9% |