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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 | $8,400 | $97,550-91.4% | $120,344-93.0% | $87,485-90.4% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.7%+11.3pp | 68.9%+19.1pp |
| Annual return | 29.15% | 18.41%+10.7pp | 20.30%+8.8pp | 26.06%+3.1pp |
| Employer contribution / active EE | $1,567 | $2,291-31.6% | $3,020-48.1% | $2,596-39.6% |
| Participant deferral / active EE | $1,853 | $4,230-56.2% | $5,135-63.9% | $4,274-56.6% |
| Admin fee / account holder | $19 | $9,543-99.8% | $12,742-99.9% | $7,775-99.8% |