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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 | $13,556 | $72,486-81.3% | $87,103-84.4% | $72,976-81.4% |
| Participation rate | 80.7% | 72.8%+7.9pp | 76.9%+3.8pp | 69.5%+11.2pp |
| Annual return | 18.73% | 24.46%-5.7pp | 28.19%-9.5pp | 81.02%-62.3pp |
| Employer contribution / active EE | $998 | $1,894-47.3% | $2,521-60.4% | $2,440-59.1% |
| Participant deferral / active EE | $1,279 | $3,270-60.9% | $4,049-68.4% | $3,608-64.6% |
| Admin fee / account holder | $216 | $5,055-95.7% | $7,491-97.1% | $5,124-95.8% |