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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 | $4,663 | $93,345-95.0% | $119,126-96.1% | $87,485-94.7% |
| Participation rate | 93.8% | 68.7%+25.0pp | 75.8%+18.0pp | 68.9%+24.8pp |
| Annual return | 21.78% | 19.08%+2.7pp | 282.11%-260.3pp | 26.06%-4.3pp |
| Employer contribution / active EE | $1,334 | $3,172-57.9% | $4,034-66.9% | $2,596-48.6% |
| Participant deferral / active EE | $1,563 | $4,099-61.9% | $5,318-70.6% | $4,274-63.4% |
| Admin fee / account holder | $199 | $8,039-97.5% | $10,693-98.1% | $7,775-97.4% |