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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 | $136,860-94.0% | $120,344-93.2% | $154,746-94.7% |
| Participation rate | 93.8% | 79.9%+13.9pp | 76.7%+17.0pp | 80.7%+13.0pp |
| Annual return | 21.69% | 21.38%+0.3pp | 20.30%+1.4pp | 172.34%-150.7pp |
| Employer contribution / active EE | $1,184 | $3,533-66.5% | $3,020-60.8% | $4,379-73.0% |
| Participant deferral / active EE | $1,466 | $5,793-74.7% | $5,135-71.4% | $6,730-78.2% |
| Admin fee / account holder | $92 | $15,393-99.4% | $12,742-99.3% | $14,365-99.4% |