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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 | $95,453-91.2% | $112,040-92.5% | $82,448-89.8% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.5%+11.5pp | 68.1%+19.9pp |
| Annual return | 29.15% | 23.92%+5.2pp | 24.52%+4.6pp | 41.64%-12.5pp |
| Employer contribution / active EE | $1,567 | $2,318-32.4% | $2,954-46.9% | $2,551-38.6% |
| Participant deferral / active EE | $1,853 | $4,224-56.1% | $5,098-63.6% | $4,139-55.2% |
| Admin fee / account holder | $19 | $9,013-99.8% | $12,098-99.8% | $7,234-99.7% |