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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 | $17,702 | $67,602-73.8% | $82,312-78.5% | $70,126-74.8% |
| Participation rate | 93.2% | 72.8%+20.4pp | 76.9%+16.3pp | 69.5%+23.6pp |
| Annual return | 13.91% | 21.57%-7.7pp | 25.88%-12.0pp | 73.15%-59.2pp |
| Employer contribution / active EE | $1,646 | $1,755-6.2% | $2,428-32.2% | $2,343-29.7% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $213 | $4,512-95.3% | $5,608-96.2% | $4,645-95.4% |