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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 | $22,277 | $85,766-74.0% | $136,298-83.7% | $70,126-68.2% |
| Participation rate | 72.9% | 74.2%-1.3pp | 81.9%-9.0pp | 69.5%+3.3pp |
| Annual return | 16.70% | 31.46%-14.8pp | 5156.27%-5139.6pp | 73.15%-56.4pp |
| Employer contribution / active EE | $873 | $2,966-70.6% | $4,696-81.4% | $2,343-62.7% |
| Participant deferral / active EE | $2,054 | $5,051-59.3% | $6,247-67.1% | $3,332-38.3% |
| Admin fee / account holder | $273 | $5,421-95.0% | $9,244-97.0% | $4,645-94.1% |