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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 | $6,393 | $135,956-95.3% | $123,894-94.8% | $273,972-97.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 14.47% | 56.63%-42.2pp | 47.52%-33.0pp | 41.46%-27.0pp |
| Employer contribution / active EE | $1,280 | $5,170-75.2% | $4,617-72.3% | $4,869-73.7% |
| Participant deferral / active EE | $1,446 | $6,343-77.2% | $5,984-75.8% | $5,287-72.7% |
| Admin fee / account holder | $285 | $9,817-97.1% | $8,357-96.6% | $10,133-97.2% |