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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 | $3,440 | $211,288-98.4% | $178,540-98.1% | $145,884-97.6% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 10.29% | 30.27%-20.0pp | 27.15%-16.9pp | 551.85%-541.6pp |
| Employer contribution / active EE | $986 | $4,574-78.4% | $3,953-75.1% | $4,662-78.9% |
| Participant deferral / active EE | $1,071 | $6,967-84.6% | $6,281-83.0% | $6,690-84.0% |
| Admin fee / account holder | $17 | $12,105-99.9% | $10,424-99.8% | $13,392-99.9% |