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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 | $14,863 | $85,766-82.7% | $136,298-89.1% | $70,126-78.8% |
| Participation rate | 74.2% | 74.2%0pp | 81.9%-7.7pp | 69.5%+4.7pp |
| Annual return | 19.16% | 31.46%-12.3pp | 5156.27%-5137.1pp | 73.15%-54.0pp |
| Employer contribution / active EE | $1,822 | $2,966-38.6% | $4,696-61.2% | $2,343-22.2% |
| Participant deferral / active EE | $1,947 | $5,051-61.5% | $6,247-68.8% | $3,332-41.6% |
| Admin fee / account holder | $199 | $5,421-96.3% | $9,244-97.8% | $4,645-95.7% |