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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 | $22,922 | $138,386-83.4% | $184,260-87.6% | $80,935-71.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 13.53% | 20.02%-6.5pp | 28.84%-15.3pp | 35.66%-22.1pp |
| Employer contribution / active EE | $1,910 | $4,851-60.6% | $6,427-70.3% | $2,757-30.7% |
| Participant deferral / active EE | $1,939 | $7,076-72.6% | $9,133-78.8% | $4,299-54.9% |
| Admin fee / account holder | $184 | $10,489-98.2% | $13,898-98.7% | $6,924-97.3% |