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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 | $7,868 | $154,228-94.9% | $145,433-94.6% | $137,256-94.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 21.70% | 74.59%-52.9pp | 66.58%-44.9pp | 220.34%-198.6pp |
| Employer contribution / active EE | $999 | $4,804-79.2% | $4,554-78.1% | $4,156-76.0% |
| Participant deferral / active EE | $1,839 | $8,216-77.6% | $7,897-76.7% | $6,407-71.3% |
| Admin fee / account holder | $38 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |