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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 | $4,893 | $126,661-96.1% | $113,397-95.7% | $138,895-96.5% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.5%+11.0pp | 79.9%+7.6pp |
| Annual return | 22.99% | 25.05%-2.1pp | 23.20%-0.2pp | 145.39%-122.4pp |
| Employer contribution / active EE | $1,388 | $3,456-59.8% | $2,977-53.4% | $4,194-66.9% |
| Participant deferral / active EE | $1,455 | $5,693-74.4% | $5,076-71.3% | $6,396-77.3% |
| Admin fee / account holder | $66 | $14,549-99.5% | $11,957-99.4% | $12,562-99.5% |