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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 | $8,742 | $125,190-93.0% | $105,624-91.7% | $145,897-94.0% |
| Participation rate | 72.2% | 77.6%-5.4pp | 75.3%-3.1pp | 80.3%-8.1pp |
| Annual return | 12.95% | 225.22%-212.3pp | 116.20%-103.3pp | 552.29%-539.3pp |
| Employer contribution / active EE | $1,749 | $3,720-53.0% | $3,168-44.8% | $4,663-62.5% |
| Participant deferral / active EE | $14 | $5,716-99.7% | $5,013-99.7% | $6,689-99.8% |
| Admin fee / account holder | $78 | $17,138-99.5% | $10,961-99.3% | $13,390-99.4% |