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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 | $10,256 | $99,875-89.7% | $146,866-93.0% | $86,983-88.2% |
| Participation rate | 87.9% | 75.8%+12.1pp | 82.5%+5.4pp | 69.5%+18.3pp |
| Annual return | 21.39% | 28.10%-6.7pp | 102.85%-81.5pp | 25.83%-4.4pp |
| Employer contribution / active EE | $1,349 | $3,224-58.2% | $4,425-69.5% | $2,584-47.8% |
| Participant deferral / active EE | $1,740 | $6,322-72.5% | $7,759-77.6% | $4,194-58.5% |
| Admin fee / account holder | $177 | $7,838-97.7% | $13,620-98.7% | $7,856-97.7% |