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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 | $11,693 | $88,707-86.8% | $74,184-84.2% | $273,972-95.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 14.61% | 11.94%+2.7pp | 17.74%-3.1pp | 41.46%-26.8pp |
| Employer contribution / active EE | $2,206 | $3,159-30.2% | $2,370-6.9% | $4,869-54.7% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |