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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 | $10,911 | $174,018-93.7% | $136,833-92.0% | $198,609-94.5% |
| Participation rate | 80.0% | 65.1%+14.9pp | 59.0%+21.0pp | 82.4%-2.4pp |
| Annual return | 11.92% | 35.16%-23.2pp | 35.32%-23.4pp | 202.70%-190.8pp |
| Employer contribution / active EE | $152 | $1,571-90.3% | $1,319-88.4% | $5,055-97.0% |
| Participant deferral / active EE | $182 | $2,873-93.7% | $2,441-92.5% | $6,977-97.4% |
| Admin fee / account holder | $139 | $5,434-97.4% | $4,706-97.0% | $19,030-99.3% |