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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 | $5,107 | $93,598-94.5% | $135,974-96.2% | $75,173-93.2% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+10.9pp | 67.2%+25.7pp |
| Annual return | 19.37% | 30.89%-11.5pp | 68.30%-48.9pp | 160.72%-141.3pp |
| Employer contribution / active EE | $1,001 | $3,538-71.7% | $4,859-79.4% | $2,671-62.5% |
| Participant deferral / active EE | $2,383 | $6,405-62.8% | $7,760-69.3% | $4,126-42.2% |
| Admin fee / account holder | $233 | $6,978-96.7% | $10,767-97.8% | $5,651-95.9% |