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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 | $10,561 | $156,398-93.2% | $147,318-92.8% | $138,895-92.4% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 33.14% | 78.75%-45.6pp | 70.43%-37.3pp | 145.39%-112.3pp |
| Employer contribution / active EE | $1,588 | $4,853-67.3% | $4,593-65.4% | $4,194-62.1% |
| Participant deferral / active EE | $2,043 | $8,237-75.2% | $7,906-74.2% | $6,396-68.1% |
| Admin fee / account holder | $106 | $14,976-99.3% | $13,708-99.2% | $12,562-99.2% |