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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 | $11,901 | $72,269-83.5% | $101,271-88.2% | $79,852-85.1% |
| Participation rate | 90.0% | 68.5%+21.5pp | 75.8%+14.2pp | 69.6%+20.4pp |
| Annual return | 28.86% | 22.29%+6.6pp | 46.48%-17.6pp | 31.72%-2.9pp |
| Employer contribution / active EE | $4,096 | $2,692+52.2% | $3,660+11.9% | $2,471+65.8% |
| Participant deferral / active EE | $1,067 | $3,282-67.5% | $4,371-75.6% | $3,740-71.5% |
| Admin fee / account holder | $211 | $4,401-95.2% | $5,948-96.4% | $5,306-96.0% |