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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 | $6,402 | $100,970-93.7% | $96,576-93.4% | $137,256-95.3% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 30.53% | 38.16%-7.6pp | 38.47%-7.9pp | 220.34%-189.8pp |
| Employer contribution / active EE | $841 | $3,809-77.9% | $3,553-76.3% | $4,156-79.8% |
| Participant deferral / active EE | $1,811 | $8,286-78.1% | $7,956-77.2% | $6,407-71.7% |
| Admin fee / account holder | $71 | $11,312-99.4% | $11,381-99.4% | $12,270-99.4% |