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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 | $5,108 | $52,467-90.3% | $57,181-91.1% | $55,167-90.7% |
| Participation rate | 96.2% | 75.8%+20.4pp | 75.3%+20.9pp | 69.0%+27.2pp |
| Annual return | 2.69% | 7.72%-5.0pp | 14.59%-11.9pp | 169.23%-166.5pp |
| Employer contribution / active EE | $1,819 | $2,477-26.6% | $2,682-32.2% | $1,963-7.3% |
| Participant deferral / active EE | $813 | $2,830-71.3% | $3,096-73.7% | $3,054-73.4% |
| Admin fee / account holder | $230 | $269-14.5% | $3,139-92.7% | $504-54.3% |