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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 | $154,228-96.1% | $145,433-95.9% | $137,256-95.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 33.61% | 74.59%-41.0pp | 66.58%-33.0pp | 220.34%-186.7pp |
| Employer contribution / active EE | $1,299 | $4,804-73.0% | $4,554-71.5% | $4,156-68.8% |
| Participant deferral / active EE | $1,600 | $8,216-80.5% | $7,897-79.7% | $6,407-75.0% |
| Admin fee / account holder | $12 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |