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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 | $4,952 | $107,666-95.4% | $102,184-95.2% | $154,746-96.8% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.6%-7.6pp | 80.7%-5.7pp |
| Annual return | 29.08% | 29.33%-0.2pp | 31.58%-2.5pp | 172.34%-143.3pp |
| Employer contribution / active EE | $1,400 | $3,846-63.6% | $3,594-61.0% | $4,379-68.0% |
| Participant deferral / active EE | $1,579 | $8,719-81.9% | $8,309-81.0% | $6,730-76.5% |
| Admin fee / account holder | $73 | $12,943-99.4% | $11,609-99.4% | $14,365-99.5% |