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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 | $9,035 | $79,955-88.7% | $98,461-90.8% | $75,173-88.0% |
| Participation rate | 94.3% | 70.4%+23.9pp | 75.2%+19.1pp | 67.2%+27.1pp |
| Annual return | 19.39% | 19.75%-0.4pp | 21.17%-1.8pp | 160.72%-141.3pp |
| Employer contribution / active EE | $3,976 | $2,264+75.6% | $3,049+30.4% | $2,671+48.9% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $93 | $6,841-98.6% | $8,961-99.0% | $5,651-98.4% |