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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 | $13,248 | $123,793-89.3% | $177,827-92.6% | $79,858-83.4% |
| Participation rate | 97.7% | 84.7%+13.0pp | 87.7%+10.0pp | 69.6%+28.0pp |
| Annual return | 23.11% | 22.82%+0.3pp | 48.32%-25.2pp | 31.72%-8.6pp |
| Employer contribution / active EE | $3,312 | $4,095-19.1% | $5,918-44.0% | $2,471+34.1% |
| Participant deferral / active EE | $946 | $5,956-84.1% | $7,713-87.7% | $3,740-74.7% |
| Admin fee / account holder | $98 | $7,243-98.6% | $12,429-99.2% | $5,306-98.2% |