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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 | $5,350 | $43,075-87.6% | $74,577-92.8% | $62,881-91.5% |
| Participation rate | 98.2% | 58.1%+40.2pp | 68.1%+30.1pp | 69.3%+28.9pp |
| Annual return | 10.47% | 17.50%-7.0pp | 20.47%-10.0pp | 20.14%-9.7pp |
| Employer contribution / active EE | $3,143 | $1,498+109.9% | $2,525+24.5% | $2,281+37.8% |
| Participant deferral / active EE | $145 | $2,389-94.0% | $3,458-95.8% | $3,203-95.5% |
| Admin fee / account holder | $19 | $2,840-99.3% | $4,138-99.5% | $4,296-99.6% |