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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 | $10,355 | $67,602-84.7% | $82,312-87.4% | $70,126-85.2% |
| Participation rate | 82.2% | 72.8%+9.5pp | 76.9%+5.3pp | 69.5%+12.7pp |
| Annual return | 12.71% | 21.57%-8.9pp | 25.88%-13.2pp | 73.15%-60.4pp |
| Employer contribution / active EE | $1,597 | $1,755-9.0% | $2,428-34.2% | $2,343-31.8% |
| Participant deferral / active EE | $1,018 | $2,987-65.9% | $3,706-72.5% | $3,332-69.4% |
| Admin fee / account holder | $298 | $4,512-93.4% | $5,608-94.7% | $4,645-93.6% |