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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 | $12,040 | $149,679-92.0% | $117,039-89.7% | $147,586-91.8% |
| Participation rate | 70.0% | 83.5%-13.5pp | 77.2%-7.2pp | 82.8%-12.8pp |
| Annual return | 20.96% | 19.31%+1.6pp | 18.95%+2.0pp | 578.59%-557.6pp |
| Employer contribution / active EE | $834 | $4,937-83.1% | $3,785-78.0% | $4,876-82.9% |
| Participant deferral / active EE | $1,142 | $4,912-76.7% | $3,929-70.9% | $5,439-79.0% |
| Admin fee / account holder | $125 | $7,856-98.4% | $5,974-97.9% | $10,886-98.9% |