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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 | $97,289-93.4% | $92,805-93.1% | $155,188-95.9% |
| Participation rate | 80.0% | 84.2%-4.2pp | 83.5%-3.5pp | 80.8%-0.8pp |
| Annual return | 30.53% | 29.03%+1.5pp | 31.59%-1.1pp | 148.84%-118.3pp |
| Employer contribution / active EE | $841 | $3,632-76.9% | $3,424-75.5% | $4,248-80.2% |
| Participant deferral / active EE | $1,811 | $8,795-79.4% | $8,448-78.6% | $6,531-72.3% |
| Admin fee / account holder | $71 | $12,015-99.4% | $10,911-99.4% | $14,480-99.5% |