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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 | $12,175 | $156,398-92.2% | $147,318-91.7% | $138,895-91.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 17.03% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $982 | $4,853-79.8% | $4,593-78.6% | $4,194-76.6% |
| Participant deferral / active EE | $2,167 | $8,237-73.7% | $7,906-72.6% | $6,396-66.1% |
| Admin fee / account holder | $30 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |