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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 | $24,414 | $136,860-82.2% | $120,344-79.7% | $154,746-84.2% |
| Participation rate | 95.5% | 79.9%+15.6pp | 76.7%+18.7pp | 80.7%+14.8pp |
| Annual return | 9.10% | 21.38%-12.3pp | 20.30%-11.2pp | 172.34%-163.2pp |
| Employer contribution / active EE | $4,918 | $3,533+39.2% | $3,020+62.8% | $4,379+12.3% |
| Participant deferral / active EE | $994 | $5,793-82.8% | $5,135-80.6% | $6,730-85.2% |
| Admin fee / account holder | $270 | $15,393-98.2% | $12,742-97.9% | $14,365-98.1% |