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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 | $11,909 | $124,298-90.4% | $109,152-89.1% | $167,497-92.9% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 12.18% | 26.04%-13.9pp | 25.75%-13.6pp | 478.62%-466.4pp |
| Employer contribution / active EE | $1,056 | $4,208-74.9% | $3,722-71.6% | $4,838-78.2% |
| Participant deferral / active EE | $1,136 | $5,256-78.4% | $4,653-75.6% | $6,341-82.1% |
| Admin fee / account holder | $20 | $7,971-99.7% | $6,753-99.7% | $12,310-99.8% |