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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 | $32,868 | $125,797-73.9% | $170,057-80.7% | $75,177-56.3% |
| Participation rate | 71.0% | 83.6%-12.6pp | 87.0%-16.0pp | 67.2%+3.8pp |
| Annual return | 17.14% | 27.20%-10.1pp | 53.42%-36.3pp | 160.75%-143.6pp |
| Employer contribution / active EE | $1,560 | $4,616-66.2% | $6,790-77.0% | $2,671-41.6% |
| Participant deferral / active EE | $953 | $6,838-86.1% | $10,411-90.8% | $4,126-76.9% |
| Admin fee / account holder | $47 | $8,177-99.4% | $12,826-99.6% | $5,651-99.2% |