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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 | $6,860 | $155,555-95.6% | $146,866-95.3% | $155,188-95.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 23.57% | 115.41%-91.8pp | 102.85%-79.3pp | 148.84%-125.3pp |
| Employer contribution / active EE | $1,668 | $4,647-64.1% | $4,425-62.3% | $4,248-60.7% |
| Participant deferral / active EE | $2,274 | $8,044-71.7% | $7,759-70.7% | $6,531-65.2% |
| Admin fee / account holder | $26 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |