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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 | $3,271 | $76,551-95.7% | $123,894-97.4% | $62,881-94.8% |
| Participation rate | 82.2% | 73.0%+9.2pp | 81.4%+0.8pp | 69.3%+12.9pp |
| Annual return | 16.32% | 18.68%-2.4pp | 47.52%-31.2pp | 20.14%-3.8pp |
| Employer contribution / active EE | $613 | $2,882-78.7% | $4,617-86.7% | $2,281-73.1% |
| Participant deferral / active EE | $1,776 | $4,840-63.3% | $5,984-70.3% | $3,203-44.5% |
| Admin fee / account holder | $131 | $4,826-97.3% | $8,357-98.4% | $4,296-97.0% |