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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 | $126,661-93.5% | $113,397-92.8% | $138,895-94.1% |
| Participation rate | 93.8% | 79.4%+14.3pp | 76.5%+17.3pp | 79.9%+13.8pp |
| Annual return | 21.69% | 25.05%-3.4pp | 23.20%-1.5pp | 145.39%-123.7pp |
| Employer contribution / active EE | $1,184 | $3,456-65.7% | $2,977-60.2% | $4,194-71.8% |
| Participant deferral / active EE | $1,466 | $5,693-74.2% | $5,076-71.1% | $6,396-77.1% |
| Admin fee / account holder | $92 | $14,549-99.4% | $11,957-99.2% | $12,562-99.3% |