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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 | $18,588 | $135,905-86.3% | $126,068-85.3% | $198,609-90.6% |
| Participation rate | 75.0% | 85.6%-10.6pp | 84.7%-9.7pp | 82.4%-7.4pp |
| Annual return | 21.66% | 14.07%+7.6pp | 15.01%+6.7pp | 202.70%-181.0pp |
| Employer contribution / active EE | $2,201 | $4,245-48.2% | $3,968-44.5% | $5,055-56.5% |
| Participant deferral / active EE | $2,945 | $8,523-65.4% | $8,214-64.1% | $6,977-57.8% |
| Admin fee / account holder | $54 | $21,036-99.7% | $18,264-99.7% | $19,030-99.7% |