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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 | $18,254 | $60,349-69.8% | $74,184-75.4% | $62,881-71.0% |
| Participation rate | 72.5% | 72.7%-0.2pp | 76.6%-4.1pp | 69.3%+3.2pp |
| Annual return | 7.09% | 21.38%-14.3pp | 17.74%-10.6pp | 20.14%-13.1pp |
| Employer contribution / active EE | $350 | $1,680-79.2% | $2,370-85.2% | $2,281-84.7% |
| Participant deferral / active EE | $1,076 | $2,856-62.3% | $3,550-69.7% | $3,203-66.4% |
| Admin fee / account holder | $193 | $4,261-95.5% | $5,586-96.5% | $4,296-95.5% |