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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 | $12,104 | $165,399-92.7% | $149,745-91.9% | $158,982-92.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 18.42% | 348.34%-329.9pp | 276.72%-258.3pp | 302.99%-284.6pp |
| Employer contribution / active EE | $1,250 | $5,105-75.5% | $4,646-73.1% | $4,763-73.8% |
| Participant deferral / active EE | $1,523 | $7,183-78.8% | $6,843-77.8% | $5,983-74.6% |
| Admin fee / account holder | $94 | $10,811-99.1% | $9,312-99.0% | $11,252-99.2% |