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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 | $3,388 | $99,345-96.6% | $84,753-96.0% | $273,972-98.8% |
| Participation rate | 76.9% | 80.7%-3.8pp | 76.6%+0.3pp | 83.0%-6.1pp |
| Annual return | 8.38% | 22.93%-14.6pp | 22.78%-14.4pp | 41.46%-33.1pp |
| Employer contribution / active EE | $822 | $4,214-80.5% | $3,574-77.0% | $4,869-83.1% |
| Participant deferral / active EE | $460 | $4,270-89.2% | $3,712-87.6% | $5,287-91.3% |
| Admin fee / account holder | $186 | $6,645-97.2% | $5,333-96.5% | $10,133-98.2% |