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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 | $4,217 | $106,749-96.0% | $145,433-97.1% | $82,448-94.9% |
| Participation rate | 88.5% | 75.6%+12.8pp | 82.1%+6.3pp | 68.1%+20.4pp |
| Annual return | 23.19% | 27.59%-4.4pp | 66.58%-43.4pp | 41.64%-18.4pp |
| Employer contribution / active EE | $811 | $3,444-76.4% | $4,554-82.2% | $2,551-68.2% |
| Participant deferral / active EE | $1,219 | $6,519-81.3% | $7,897-84.6% | $4,139-70.6% |
| Admin fee / account holder | $158 | $8,390-98.1% | $13,129-98.8% | $7,234-97.8% |