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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 | $22,143 | $85,766-74.2% | $136,298-83.8% | $70,126-68.4% |
| Participation rate | 80.6% | 74.2%+6.5pp | 81.9%-1.3pp | 69.5%+11.1pp |
| Annual return | 28.49% | 31.46%-3.0pp | 5156.27%-5127.8pp | 73.15%-44.7pp |
| Employer contribution / active EE | $1,072 | $2,966-63.9% | $4,696-77.2% | $2,343-54.2% |
| Participant deferral / active EE | $1,508 | $5,051-70.1% | $6,247-75.9% | $3,332-54.7% |
| Admin fee / account holder | $299 | $5,421-94.5% | $9,244-96.8% | $4,645-93.6% |