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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 | $15,988 | $101,795-84.3% | $165,100-90.3% | $80,959-80.3% |
| Participation rate | 93.5% | 71.8%+21.7pp | 78.6%+14.9pp | 67.7%+25.8pp |
| Annual return | 13.87% | 16.73%-2.9pp | 70.21%-56.3pp | 35.67%-21.8pp |
| Employer contribution / active EE | $3,321 | $2,954+12.4% | $4,348-23.6% | $2,757+20.5% |
| Participant deferral / active EE | $1,960 | $4,476-56.2% | $6,035-67.5% | $4,300-54.4% |
| Admin fee / account holder | $190 | $8,221-97.7% | $12,696-98.5% | $6,925-97.3% |