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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 | $20,785 | $181,896-88.6% | $156,551-86.7% | $273,972-92.4% |
| Participation rate | 84.6% | 88.4%-3.8pp | 84.0%+0.6pp | 83.0%+1.6pp |
| Annual return | 6.40% | 30.74%-24.3pp | 32.23%-25.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $2,097 | $6,248-66.4% | $5,501-61.9% | $4,869-56.9% |
| Participant deferral / active EE | $740 | $5,550-86.7% | $4,871-84.8% | $5,287-86.0% |
| Admin fee / account holder | $211 | $15,560-98.6% | $13,028-98.4% | $10,133-97.9% |