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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 | $17,489 | $157,304-88.9% | $141,197-87.6% | $152,909-88.6% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.5%-12.5pp |
| Annual return | 24.65% | 64.34%-39.7pp | 71.41%-46.8pp | 345.46%-320.8pp |
| Employer contribution / active EE | $974 | $5,263-81.5% | $4,736-79.4% | $4,764-79.6% |
| Participant deferral / active EE | $1,282 | $7,111-82.0% | $6,710-80.9% | $5,851-78.1% |
| Admin fee / account holder | $262 | $12,126-97.8% | $10,265-97.4% | $11,601-97.7% |