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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 | $6,261 | $86,891-92.8% | $142,460-95.6% | $75,181-91.7% |
| Participation rate | 77.1% | 68.5%+8.6pp | 76.8%+0.3pp | 67.2%+9.9pp |
| Annual return | 25.93% | 23.31%+2.6pp | 19.99%+5.9pp | 160.69%-134.8pp |
| Employer contribution / active EE | $1,038 | $3,355-69.1% | $4,847-78.6% | $2,671-61.1% |
| Participant deferral / active EE | $1,254 | $4,938-74.6% | $6,283-80.0% | $4,126-69.6% |
| Admin fee / account holder | $136 | $7,299-98.1% | $10,011-98.6% | $5,650-97.6% |