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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 | $12,258 | $185,312-93.4% | $161,489-92.4% | $154,746-92.1% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 10.44% | 103.84%-93.4pp | 89.72%-79.3pp | 172.34%-161.9pp |
| Employer contribution / active EE | $3,070 | $4,769-35.6% | $4,268-28.1% | $4,379-29.9% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $213 | $18,654-98.9% | $16,006-98.7% | $14,365-98.5% |