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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 | $8,162 | $148,623-94.5% | $135,974-94.0% | $139,466-94.1% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 36.78% | 79.30%-42.5pp | 68.30%-31.5pp | 373.66%-336.9pp |
| Employer contribution / active EE | $1,917 | $5,246-63.5% | $4,859-60.5% | $4,754-59.7% |
| Participant deferral / active EE | $2,469 | $8,103-69.5% | $7,760-68.2% | $6,712-63.2% |
| Admin fee / account holder | $70 | $12,406-99.4% | $10,767-99.3% | $11,409-99.4% |