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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 | $23,053 | $275,752-91.6% | $256,809-91.0% | $198,609-88.4% |
| Participation rate | 75.0% | 89.2%-14.2pp | 88.5%-13.5pp | 82.4%-7.4pp |
| Annual return | 32.06% | 34.81%-2.8pp | 32.73%-0.7pp | 202.70%-170.6pp |
| Employer contribution / active EE | $5,112 | $7,721-33.8% | $7,263-29.6% | $5,055+1.1% |
| Participant deferral / active EE | $3,282 | $10,037-67.3% | $9,520-65.5% | $6,977-53.0% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |