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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 | $15,278 | $86,949-82.4% | $102,460-85.1% | $80,959-81.1% |
| Participation rate | 97.7% | 72.4%+25.3pp | 76.5%+21.2pp | 67.7%+30.0pp |
| Annual return | 13.01% | 18.89%-5.9pp | 29.47%-16.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,666 | $2,370-29.7% | $3,025-44.9% | $2,757-39.6% |
| Participant deferral / active EE | $1,508 | $4,121-63.4% | $5,056-70.2% | $4,300-64.9% |
| Admin fee / account holder | $273 | $8,048-96.6% | $9,460-97.1% | $6,925-96.1% |