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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 | $13,380 | $147,594-90.9% | $121,871-89.0% | $198,609-93.3% |
| Participation rate | 87.5% | 78.0%+9.5pp | 73.2%+14.3pp | 82.4%+5.1pp |
| Annual return | 18.70% | 12.94%+5.8pp | 13.57%+5.1pp | 202.70%-184.0pp |
| Employer contribution / active EE | $685 | $3,007-77.2% | $2,731-74.9% | $5,055-86.5% |
| Participant deferral / active EE | $1,166 | $5,168-77.4% | $4,318-73.0% | $6,977-83.3% |
| Admin fee / account holder | $193 | $15,134-98.7% | $11,551-98.3% | $19,030-99.0% |