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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 | $10,977 | $106,524-89.7% | $152,301-92.8% | $87,485-87.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.4%-7.4pp | 68.9%+6.1pp |
| Annual return | 38.54% | 26.89%+11.6pp | 80.50%-42.0pp | 26.06%+12.5pp |
| Employer contribution / active EE | $1,322 | $3,371-60.8% | $4,624-71.4% | $2,596-49.1% |
| Participant deferral / active EE | $1,780 | $6,525-72.7% | $8,004-77.8% | $4,274-58.3% |
| Admin fee / account holder | $96 | $8,287-98.8% | $14,398-99.3% | $7,775-98.8% |