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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 | $8,217 | $138,312-94.1% | $122,979-93.3% | $155,188-94.7% |
| Participation rate | 93.8% | 80.2%+13.6pp | 77.2%+16.6pp | 80.8%+12.9pp |
| Annual return | 21.69% | 22.06%-0.4pp | 20.12%+1.6pp | 148.84%-127.2pp |
| Employer contribution / active EE | $1,184 | $3,530-66.5% | $3,062-61.3% | $4,248-72.1% |
| Participant deferral / active EE | $1,466 | $5,592-73.8% | $5,003-70.7% | $6,531-77.5% |
| Admin fee / account holder | $92 | $15,089-99.4% | $12,864-99.3% | $14,480-99.4% |