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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 | $7,557 | $165,399-95.4% | $149,745-95.0% | $158,982-95.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 17.79% | 348.34%-330.5pp | 276.72%-258.9pp | 302.99%-285.2pp |
| Employer contribution / active EE | $1,088 | $5,105-78.7% | $4,646-76.6% | $4,763-77.1% |
| Participant deferral / active EE | $2,191 | $7,183-69.5% | $6,843-68.0% | $5,983-63.4% |
| Admin fee / account holder | $196 | $10,811-98.2% | $9,312-97.9% | $11,252-98.3% |