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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 | $6,734 | $138,312-95.1% | $122,979-94.5% | $155,188-95.7% |
| Participation rate | 92.3% | 80.2%+12.1pp | 77.2%+15.1pp | 80.8%+11.5pp |
| Annual return | 44.65% | 22.06%+22.6pp | 20.12%+24.5pp | 148.84%-104.2pp |
| Employer contribution / active EE | $806 | $3,530-77.2% | $3,062-73.7% | $4,248-81.0% |
| Participant deferral / active EE | $641 | $5,592-88.5% | $5,003-87.2% | $6,531-90.2% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |