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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 | $9,375 | $77,638-87.9% | $156,551-94.0% | $62,881-85.1% |
| Participation rate | 90.0% | 71.2%+18.8pp | 84.0%+6.0pp | 69.3%+20.7pp |
| Annual return | 9.90% | 50.33%-40.4pp | 32.23%-22.3pp | 20.14%-10.2pp |
| Employer contribution / active EE | $1,612 | $3,444-53.2% | $5,501-70.7% | $2,281-29.3% |
| Participant deferral / active EE | $218 | $3,046-92.9% | $4,871-95.5% | $3,203-93.2% |
| Admin fee / account holder | $218 | $5,561-96.1% | $13,028-98.3% | $4,296-94.9% |