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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 | $9,015 | $227,597-96.0% | $189,575-95.2% | $167,536-94.6% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.4%-0.7pp | 82.1%-4.3pp |
| Annual return | 12.06% | 78.44%-66.4pp | 64.19%-52.1pp | 478.82%-466.8pp |
| Employer contribution / active EE | $650 | $5,316-87.8% | $4,412-85.3% | $4,839-86.6% |
| Participant deferral / active EE | $1,122 | $7,002-84.0% | $6,174-81.8% | $6,342-82.3% |
| Admin fee / account holder | $77 | $11,877-99.4% | $9,806-99.2% | $12,315-99.4% |