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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 | $5,728 | $208,088-97.2% | $186,193-96.9% | $154,746-96.3% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.1%-2.1pp | 80.7%-5.7pp |
| Annual return | 18.93% | 89.97%-71.0pp | 78.03%-59.1pp | 172.34%-153.4pp |
| Employer contribution / active EE | $890 | $4,340-79.5% | $3,918-77.3% | $4,379-79.7% |
| Participant deferral / active EE | $690 | $7,078-90.3% | $6,513-89.4% | $6,730-89.7% |
| Admin fee / account holder | $21 | $11,698-99.8% | $11,058-99.8% | $14,365-99.9% |