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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 | $107,666-94.1% | $102,184-93.7% | $154,746-95.9% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.6%-2.6pp | 80.7%-0.7pp |
| Annual return | 30.53% | 29.33%+1.2pp | 31.58%-1.0pp | 172.34%-141.8pp |
| Employer contribution / active EE | $841 | $3,846-78.1% | $3,594-76.6% | $4,379-80.8% |
| Participant deferral / active EE | $1,811 | $8,719-79.2% | $8,309-78.2% | $6,730-73.1% |
| Admin fee / account holder | $71 | $12,943-99.5% | $11,609-99.4% | $14,365-99.5% |