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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 | $6,003 | $124,425-95.2% | $112,040-94.6% | $137,256-95.6% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 23.40% | 24.72%-1.3pp | 24.52%-1.1pp | 220.34%-196.9pp |
| Employer contribution / active EE | $1,192 | $3,411-65.1% | $2,954-59.7% | $4,156-71.3% |
| Participant deferral / active EE | $1,770 | $5,718-69.0% | $5,098-65.3% | $6,407-72.4% |
| Admin fee / account holder | $20 | $15,207-99.9% | $12,098-99.8% | $12,270-99.8% |