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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 | $4,736 | $124,425-96.2% | $112,040-95.8% | $137,256-96.5% |
| Participation rate | 78.6% | 79.3%-0.7pp | 76.5%+2.1pp | 80.0%-1.4pp |
| Annual return | 27.92% | 24.72%+3.2pp | 24.52%+3.4pp | 220.34%-192.4pp |
| Employer contribution / active EE | $910 | $3,411-73.3% | $2,954-69.2% | $4,156-78.1% |
| Participant deferral / active EE | $1,104 | $5,718-80.7% | $5,098-78.3% | $6,407-82.8% |
| Admin fee / account holder | $41 | $15,207-99.7% | $12,098-99.7% | $12,270-99.7% |