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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 | $13,091 | $73,978-82.3% | $96,515-86.4% | $75,173-82.6% |
| Participation rate | 96.2% | 66.4%+29.7pp | 74.3%+21.8pp | 67.2%+29.0pp |
| Annual return | 13.86% | 26.72%-12.9pp | 35.73%-21.9pp | 160.72%-146.9pp |
| Employer contribution / active EE | $1,573 | $2,931-46.3% | $3,740-57.9% | $2,671-41.1% |
| Participant deferral / active EE | $1,227 | $3,660-66.5% | $4,880-74.9% | $4,126-70.3% |
| Admin fee / account holder | $128 | $5,219-97.5% | $6,735-98.1% | $5,651-97.7% |