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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 | $26,425 | $147,594-82.1% | $121,871-78.3% | $198,609-86.7% |
| Participation rate | 75.0% | 78.0%-3.0pp | 73.2%+1.8pp | 82.4%-7.4pp |
| Annual return | 14.29% | 12.94%+1.4pp | 13.57%+0.7pp | 202.70%-188.4pp |
| Employer contribution / active EE | $1,856 | $3,007-38.3% | $2,731-32.0% | $5,055-63.3% |
| Participant deferral / active EE | $834 | $5,168-83.9% | $4,318-80.7% | $6,977-88.0% |
| Admin fee / account holder | $150 | $15,134-99.0% | $11,551-98.7% | $19,030-99.2% |