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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 | $18,539 | $51,708-64.1% | $106,619-82.6% | $62,881-70.5% |
| Participation rate | 84.0% | 66.9%+17.1pp | 78.0%+6.0pp | 69.3%+14.7pp |
| Annual return | 5.94% | 4.69%+1.3pp | 9.42%-3.5pp | 20.14%-14.2pp |
| Employer contribution / active EE | $2,520 | $1,764+42.9% | $3,947-36.1% | $2,281+10.5% |
| Participant deferral / active EE | $432 | $2,315-81.3% | $3,930-89.0% | $3,203-86.5% |
| Admin fee / account holder | $115 | $3,349-96.6% | $6,418-98.2% | $4,296-97.3% |