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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 | $23,512 | $181,896-87.1% | $156,551-85.0% | $273,972-91.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 4.59% | 30.74%-26.2pp | 32.23%-27.6pp | 41.46%-36.9pp |
| Employer contribution / active EE | $2,453 | $6,248-60.7% | $5,501-55.4% | $4,869-49.6% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $21 | $15,560-99.9% | $13,028-99.8% | $10,133-99.8% |