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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 | $106,749-89.7% | $145,433-92.5% | $82,448-86.7% |
| Participation rate | 75.0% | 75.6%-0.6pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 38.54% | 27.59%+10.9pp | 66.58%-28.0pp | 41.64%-3.1pp |
| Employer contribution / active EE | $1,322 | $3,444-61.6% | $4,554-71.0% | $2,551-48.2% |
| Participant deferral / active EE | $1,780 | $6,519-72.7% | $7,897-77.5% | $4,139-57.0% |
| Admin fee / account holder | $96 | $8,390-98.9% | $13,129-99.3% | $7,234-98.7% |