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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 | $6,208 | $136,860-95.5% | $120,344-94.8% | $154,746-96.0% |
| Participation rate | 85.7% | 79.9%+5.8pp | 76.7%+9.0pp | 80.7%+5.0pp |
| Annual return | 21.03% | 21.38%-0.3pp | 20.30%+0.7pp | 172.34%-151.3pp |
| Employer contribution / active EE | $971 | $3,533-72.5% | $3,020-67.9% | $4,379-77.8% |
| Participant deferral / active EE | $1,664 | $5,793-71.3% | $5,135-67.6% | $6,730-75.3% |
| Admin fee / account holder | $14 | $15,393-99.9% | $12,742-99.9% | $14,365-99.9% |