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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 | $6,621 | $228,395-97.1% | $185,861-96.4% | $158,982-95.8% |
| Participation rate | 70.0% | 82.3%-12.3pp | 78.0%-8.0pp | 82.0%-12.0pp |
| Annual return | 20.62% | 40.82%-20.2pp | 35.96%-15.3pp | 302.99%-282.4pp |
| Employer contribution / active EE | $632 | $4,968-87.3% | $4,088-84.5% | $4,763-86.7% |
| Participant deferral / active EE | $1,141 | $6,417-82.2% | $5,634-79.7% | $5,983-80.9% |
| Admin fee / account holder | $46 | $11,869-99.6% | $9,503-99.5% | $11,252-99.6% |