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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 | $5,208 | $107,733-95.2% | $92,985-94.4% | $154,746-96.6% |
| Participation rate | 87.5% | 74.6%+12.9pp | 69.5%+18.0pp | 80.7%+6.8pp |
| Annual return | 14.33% | 30.39%-16.1pp | 27.99%-13.7pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,500 | $3,126-52.0% | $2,662-43.7% | $4,379-65.7% |
| Participant deferral / active EE | $981 | $5,053-80.6% | $4,377-77.6% | $6,730-85.4% |
| Admin fee / account holder | $124 | $11,369-98.9% | $9,463-98.7% | $14,365-99.1% |