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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 | $7,175 | $183,516-96.1% | $155,534-95.4% | $145,884-95.1% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 14.02% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,116 | $5,315-79.0% | $4,675-76.1% | $4,662-76.1% |
| Participant deferral / active EE | $1,561 | $6,467-75.9% | $5,630-72.3% | $6,690-76.7% |
| Admin fee / account holder | $42 | $19,293-99.8% | $15,900-99.7% | $13,392-99.7% |