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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 | $10,379 | $167,533-93.8% | $151,645-93.2% | $134,545-92.3% |
| Participation rate | 84.2% | 88.4%-4.2pp | 87.5%-3.3pp | 81.2%+3.0pp |
| Annual return | -13.29% | 7.81%-21.1pp | 3.34%-16.6pp | 418.37%-431.7pp |
| Employer contribution / active EE | $1,765 | $6,828-74.2% | $6,165-71.4% | $4,742-62.8% |
| Participant deferral / active EE | $2,829 | $8,985-68.5% | $8,363-66.2% | $6,401-55.8% |
| Admin fee / account holder | $159 | $13,781-98.8% | $11,614-98.6% | $11,431-98.6% |