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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 | $6,362 | $124,425-94.9% | $112,040-94.3% | $137,256-95.4% |
| Participation rate | 77.3% | 79.3%-2.0pp | 76.5%+0.8pp | 80.0%-2.7pp |
| Annual return | 23.81% | 24.72%-0.9pp | 24.52%-0.7pp | 220.34%-196.5pp |
| Employer contribution / active EE | $1,239 | $3,411-63.7% | $2,954-58.0% | $4,156-70.2% |
| Participant deferral / active EE | $1,421 | $5,718-75.1% | $5,098-72.1% | $6,407-77.8% |
| Admin fee / account holder | $162 | $15,207-98.9% | $12,098-98.7% | $12,270-98.7% |