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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 | $5,263 | $101,795-94.8% | $165,100-96.8% | $80,959-93.5% |
| Participation rate | 91.7% | 71.8%+19.8pp | 78.6%+13.0pp | 67.7%+24.0pp |
| Annual return | 15.52% | 16.73%-1.2pp | 70.21%-54.7pp | 35.67%-20.1pp |
| Employer contribution / active EE | $1,139 | $2,954-61.4% | $4,348-73.8% | $2,757-58.7% |
| Participant deferral / active EE | $1,660 | $4,476-62.9% | $6,035-72.5% | $4,300-61.4% |
| Admin fee / account holder | $162 | $8,221-98.0% | $12,696-98.7% | $6,925-97.7% |