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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 | $7,594 | $135,956-94.4% | $123,894-93.9% | $273,972-97.2% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 9.89% | 56.63%-46.7pp | 47.52%-37.6pp | 41.46%-31.6pp |
| Employer contribution / active EE | $1,144 | $5,170-77.9% | $4,617-75.2% | $4,869-76.5% |
| Participant deferral / active EE | $1,341 | $6,343-78.9% | $5,984-77.6% | $5,287-74.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |