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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 | $136,860-95.6% | $120,344-95.0% | $154,746-96.1% |
| Participation rate | 71.4% | 79.9%-8.5pp | 76.7%-5.3pp | 80.7%-9.3pp |
| Annual return | 23.40% | 21.38%+2.0pp | 20.30%+3.1pp | 172.34%-148.9pp |
| Employer contribution / active EE | $1,192 | $3,533-66.3% | $3,020-60.5% | $4,379-72.8% |
| Participant deferral / active EE | $1,770 | $5,793-69.4% | $5,135-65.5% | $6,730-73.7% |
| Admin fee / account holder | $20 | $15,393-99.9% | $12,742-99.8% | $14,365-99.9% |