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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 | $5,893 | $136,307-95.7% | $106,619-94.5% | $273,972-97.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 78.0%+7.7pp | 83.0%+2.7pp |
| Annual return | 8.91% | 11.05%-2.1pp | 9.42%-0.5pp | 41.46%-32.5pp |
| Employer contribution / active EE | $860 | $5,190-83.4% | $3,947-78.2% | $4,869-82.3% |
| Participant deferral / active EE | $944 | $4,969-81.0% | $3,930-76.0% | $5,287-82.1% |
| Admin fee / account holder | $287 | $8,625-96.7% | $6,418-95.5% | $10,133-97.2% |