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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 | $8,735 | $106,864-91.8% | $147,318-94.1% | $82,637-89.4% |
| Participation rate | 74.5% | 75.5%-1.0pp | 82.1%-7.6pp | 68.1%+6.5pp |
| Annual return | 22.86% | 27.49%-4.6pp | 70.43%-47.6pp | 53.51%-30.6pp |
| Employer contribution / active EE | $1,222 | $3,417-64.2% | $4,593-73.4% | $2,552-52.1% |
| Participant deferral / active EE | $2,209 | $6,496-66.0% | $7,906-72.1% | $4,126-46.5% |
| Admin fee / account holder | $87 | $8,415-99.0% | $13,708-99.4% | $7,339-98.8% |