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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 | $2,246 | $39,132-94.3% | $57,196-96.1% | $62,881-96.4% |
| Participation rate | 87.0% | 70.5%+16.5pp | 75.3%+11.6pp | 69.3%+17.7pp |
| Annual return | 21.90% | 9.24%+12.7pp | 14.59%+7.3pp | 20.14%+1.8pp |
| Employer contribution / active EE | $772 | $1,874-58.8% | $2,683-71.2% | $2,281-66.1% |
| Participant deferral / active EE | $687 | $2,374-71.1% | $3,096-77.8% | $3,203-78.6% |
| Admin fee / account holder | $47 | $2,594-98.2% | $3,141-98.5% | $4,296-98.9% |