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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 | $15,094 | $196,972-92.3% | $182,262-91.7% | $198,609-92.4% |
| Participation rate | 70.0% | 85.7%-15.7pp | 84.2%-14.2pp | 82.4%-12.4pp |
| Annual return | 21.58% | 158.27%-136.7pp | 140.60%-119.0pp | 202.70%-181.1pp |
| Employer contribution / active EE | $1,422 | $5,364-73.5% | $5,046-71.8% | $5,055-71.9% |
| Participant deferral / active EE | $3,703 | $8,643-57.2% | $8,276-55.3% | $6,977-46.9% |
| Admin fee / account holder | $71 | $18,429-99.6% | $16,712-99.6% | $19,030-99.6% |