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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 | $5,195 | $45,041-88.5% | $63,003-91.8% | $70,131-92.6% |
| Participation rate | 70.6% | 69.5%+1.1pp | 74.8%-4.2pp | 69.5%+1.0pp |
| Annual return | 38.28% | 18.76%+19.5pp | 87.59%-49.3pp | 73.14%-34.9pp |
| Employer contribution / active EE | $2,329 | $2,052+13.5% | $2,760-15.6% | $2,342-0.6% |
| Participant deferral / active EE | $727 | $2,465-70.5% | $3,329-78.2% | $3,332-78.2% |
| Admin fee / account holder | $63 | $2,836-97.8% | $3,600-98.3% | $4,645-98.6% |