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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 | $8,106 | $110,212-92.6% | $96,534-91.6% | $139,466-94.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 32.18% | 26.42%+5.8pp | 25.88%+6.3pp | 373.66%-341.5pp |
| Employer contribution / active EE | $2,963 | $3,620-18.1% | $2,965-0.1% | $4,754-37.7% |
| Participant deferral / active EE | $665 | $5,547-88.0% | $4,851-86.3% | $6,712-90.1% |
| Admin fee / account holder | $86 | $11,599-99.3% | $8,253-99.0% | $11,409-99.2% |