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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 | $10,658 | $72,027-85.2% | $185,861-94.3% | $79,856-86.7% |
| Participation rate | 96.8% | 65.8%+31.0pp | 78.0%+18.7pp | 69.6%+27.1pp |
| Annual return | 12.82% | 23.13%-10.3pp | 35.96%-23.1pp | 31.71%-18.9pp |
| Employer contribution / active EE | $5,560 | $1,965+182.9% | $4,088+36.0% | $2,471+125.0% |
| Participant deferral / active EE | $932 | $3,780-75.3% | $5,634-83.5% | $3,741-75.1% |
| Admin fee / account holder | $92 | $4,513-98.0% | $9,503-99.0% | $5,306-98.3% |