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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 | $11,925 | $76,551-84.4% | $123,894-90.4% | $62,881-81.0% |
| Participation rate | 83.3% | 73.0%+10.4pp | 81.4%+1.9pp | 69.3%+14.0pp |
| Annual return | 7.36% | 18.68%-11.3pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,006 | $2,882-65.1% | $4,617-78.2% | $2,281-55.9% |
| Participant deferral / active EE | $902 | $4,840-81.4% | $5,984-84.9% | $3,203-71.8% |
| Admin fee / account holder | $194 | $4,826-96.0% | $8,357-97.7% | $4,296-95.5% |