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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 | $12,355 | $106,864-88.4% | $147,318-91.6% | $82,637-85.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 22.03% | 27.49%-5.5pp | 70.43%-48.4pp | 53.51%-31.5pp |
| Employer contribution / active EE | $3,159 | $3,417-7.5% | $4,593-31.2% | $2,552+23.8% |
| Participant deferral / active EE | $1,934 | $6,496-70.2% | $7,906-75.5% | $4,126-53.1% |
| Admin fee / account holder | $165 | $8,415-98.0% | $13,708-98.8% | $7,339-97.8% |