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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 | $14,276 | $165,399-91.4% | $149,745-90.5% | $158,982-91.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 18.29% | 348.34%-330.0pp | 276.72%-258.4pp | 302.99%-284.7pp |
| Employer contribution / active EE | $1,272 | $5,105-75.1% | $4,646-72.6% | $4,763-73.3% |
| Participant deferral / active EE | $2,044 | $7,183-71.5% | $6,843-70.1% | $5,983-65.8% |
| Admin fee / account holder | $10 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |