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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 | $107,421-89.8% | $182,262-94.0% | $94,015-88.3% |
| Participation rate | 75.0% | 77.8%-2.8pp | 84.2%-9.2pp | 70.8%+4.2pp |
| Annual return | 38.54% | 21.32%+17.2pp | 140.60%-102.1pp | 17.84%+20.7pp |
| Employer contribution / active EE | $1,322 | $3,448-61.7% | $5,046-73.8% | $2,790-52.6% |
| Participant deferral / active EE | $1,780 | $6,558-72.9% | $8,276-78.5% | $4,249-58.1% |
| Admin fee / account holder | $96 | $8,692-98.9% | $16,712-99.4% | $8,951-98.9% |