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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 | $25,047 | $109,359-77.1% | $162,171-84.6% | $72,983-65.7% |
| Participation rate | 97.2% | 84.3%+13.0pp | 87.6%+9.7pp | 69.5%+27.7pp |
| Annual return | 20.91% | 25.46%-4.5pp | 115.60%-94.7pp | 81.01%-60.1pp |
| Employer contribution / active EE | $2,904 | $3,907-25.7% | $5,613-48.3% | $2,440+19.0% |
| Participant deferral / active EE | $799 | $5,481-85.4% | $7,297-89.1% | $3,608-77.9% |
| Admin fee / account holder | $94 | $7,972-98.8% | $10,843-99.1% | $5,124-98.2% |