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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 | $21,576 | $135,956-84.1% | $123,894-82.6% | $273,972-92.1% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 6.05% | 56.63%-50.6pp | 47.52%-41.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $938 | $5,170-81.8% | $4,617-79.7% | $4,869-80.7% |
| Participant deferral / active EE | $1,457 | $6,343-77.0% | $5,984-75.6% | $5,287-72.4% |
| Admin fee / account holder | $52 | $9,817-99.5% | $8,357-99.4% | $10,133-99.5% |