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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 | $3,333 | $59,839-94.4% | $81,991-95.9% | $79,852-95.8% |
| Participation rate | 79.1% | 61.6%+17.5pp | 69.3%+9.9pp | 69.6%+9.5pp |
| Annual return | 18.07% | 17.56%+0.5pp | 41.31%-23.2pp | 31.72%-13.7pp |
| Employer contribution / active EE | $1,493 | $1,713-12.9% | $2,498-40.3% | $2,471-39.6% |
| Participant deferral / active EE | $777 | $2,695-71.2% | $3,722-79.1% | $3,740-79.2% |
| Admin fee / account holder | $180 | $4,287-95.8% | $5,665-96.8% | $5,306-96.6% |