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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 | $6,750 | $157,296-95.7% | $141,191-95.2% | $152,897-95.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 18.96% | 64.34%-45.4pp | 71.41%-52.5pp | 345.43%-326.5pp |
| Employer contribution / active EE | $1,053 | $5,262-80.0% | $4,736-77.8% | $4,764-77.9% |
| Participant deferral / active EE | $2,040 | $7,111-71.3% | $6,710-69.6% | $5,851-65.1% |
| Admin fee / account holder | $81 | $12,125-99.3% | $10,264-99.2% | $11,599-99.3% |