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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 | $2,978 | $76,551-96.1% | $123,894-97.6% | $62,881-95.3% |
| Participation rate | 83.6% | 73.0%+10.6pp | 81.4%+2.2pp | 69.3%+14.3pp |
| Annual return | 23.30% | 18.68%+4.6pp | 47.52%-24.2pp | 20.14%+3.2pp |
| Employer contribution / active EE | $618 | $2,882-78.6% | $4,617-86.6% | $2,281-72.9% |
| Participant deferral / active EE | $1,397 | $4,840-71.1% | $5,984-76.7% | $3,203-56.4% |
| Admin fee / account holder | $300 | $4,826-93.8% | $8,357-96.4% | $4,296-93.0% |