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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 | $3,885 | $154,228-97.5% | $145,433-97.3% | $137,256-97.2% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 27.46% | 74.59%-47.1pp | 66.58%-39.1pp | 220.34%-192.9pp |
| Employer contribution / active EE | $1,056 | $4,804-78.0% | $4,554-76.8% | $4,156-74.6% |
| Participant deferral / active EE | $1,496 | $8,216-81.8% | $7,897-81.1% | $6,407-76.7% |
| Admin fee / account holder | $34 | $14,344-99.8% | $13,129-99.7% | $12,270-99.7% |