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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 | $11,735 | $136,307-91.4% | $106,619-89.0% | $273,972-95.7% |
| Participation rate | 77.3% | 84.8%-7.5pp | 78.0%-0.7pp | 83.0%-5.7pp |
| Annual return | 7.43% | 11.05%-3.6pp | 9.42%-2.0pp | 41.46%-34.0pp |
| Employer contribution / active EE | $4,613 | $5,190-11.1% | $3,947+16.9% | $4,869-5.3% |
| Participant deferral / active EE | $831 | $4,969-83.3% | $3,930-78.9% | $5,287-84.3% |
| Admin fee / account holder | $212 | $8,625-97.5% | $6,418-96.7% | $10,133-97.9% |