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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 | $6,005 | $162,136-96.3% | $152,301-96.1% | $154,746-96.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 33.61% | 91.02%-57.4pp | 80.50%-46.9pp | 172.34%-138.7pp |
| Employer contribution / active EE | $1,299 | $4,890-73.4% | $4,624-71.9% | $4,379-70.3% |
| Participant deferral / active EE | $1,600 | $8,341-80.8% | $8,004-80.0% | $6,730-76.2% |
| Admin fee / account holder | $12 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |