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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 | $6,158 | $93,598-93.4% | $135,974-95.5% | $75,173-91.8% |
| Participation rate | 73.5% | 75.2%-1.7pp | 81.9%-8.4pp | 67.2%+6.3pp |
| Annual return | 32.35% | 30.89%+1.5pp | 68.30%-36.0pp | 160.72%-128.4pp |
| Employer contribution / active EE | $1,097 | $3,538-69.0% | $4,859-77.4% | $2,671-58.9% |
| Participant deferral / active EE | $2,355 | $6,405-63.2% | $7,760-69.7% | $4,126-42.9% |
| Admin fee / account holder | $57 | $6,978-99.2% | $10,767-99.5% | $5,651-99.0% |