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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 | $20,595 | $104,251-80.2% | $91,004-77.4% | $147,586-86.0% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.6%-0.6pp | 82.8%-7.8pp |
| Annual return | 16.27% | 27.06%-10.8pp | 4.60%+11.7pp | 578.59%-562.3pp |
| Employer contribution / active EE | $1,969 | $3,116-36.8% | $2,456-19.8% | $4,876-59.6% |
| Participant deferral / active EE | $200 | $4,195-95.2% | $3,548-94.4% | $5,439-96.3% |
| Admin fee / account holder | $100 | $8,948-98.9% | $5,417-98.2% | $10,886-99.1% |