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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 | $28,945 | $152,074-81.0% | $137,474-78.9% | $198,609-85.4% |
| Participation rate | 80.0% | 85.3%-5.3pp | 83.5%-3.5pp | 82.4%-2.4pp |
| Annual return | 10.65% | 10.68%0pp | 11.53%-0.9pp | 202.70%-192.0pp |
| Employer contribution / active EE | $4,209 | $5,444-22.7% | $5,048-16.6% | $5,055-16.7% |
| Participant deferral / active EE | $696 | $6,522-89.3% | $6,155-88.7% | $6,977-90.0% |
| Admin fee / account holder | $25 | $11,950-99.8% | $10,602-99.8% | $19,030-99.9% |