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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 | $10,469 | $69,977-85.0% | $108,582-90.4% | $62,881-83.4% |
| Participation rate | 95.7% | 72.9%+22.8pp | 79.6%+16.2pp | 69.3%+26.4pp |
| Annual return | 5.50% | 10.73%-5.2pp | -51.70%+57.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $2,975 | $2,135+39.3% | $3,758-20.8% | $2,281+30.4% |
| Participant deferral / active EE | $1,260 | $3,165-60.2% | $4,311-70.8% | $3,203-60.7% |
| Admin fee / account holder | $225 | $5,076-95.6% | $7,645-97.1% | $4,296-94.8% |