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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 | $16,476 | $153,769-89.3% | $133,975-87.7% | $273,972-94.0% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.1%+1.8pp | 83.0%+5.9pp |
| Annual return | 12.26% | 36.51%-24.2pp | 29.29%-17.0pp | 41.46%-29.2pp |
| Employer contribution / active EE | $7,843 | $6,029+30.1% | $5,211+50.5% | $4,869+61.1% |
| Participant deferral / active EE | $1,922 | $6,958-72.4% | $6,282-69.4% | $5,287-63.6% |
| Admin fee / account holder | $112 | $11,765-99.0% | $9,324-98.8% | $10,133-98.9% |