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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 | $21,386 | $201,259-89.4% | $184,200-88.4% | $145,959-85.3% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 16.75% | 28.98%-12.2pp | 28.80%-12.1pp | 561.95%-545.2pp |
| Employer contribution / active EE | $1,976 | $7,018-71.8% | $6,424-69.2% | $4,661-57.6% |
| Participant deferral / active EE | $2,796 | $9,806-71.5% | $9,132-69.4% | $6,689-58.2% |
| Admin fee / account holder | $41 | $16,372-99.7% | $13,907-99.7% | $13,398-99.7% |