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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 | $21,037 | $106,864-80.3% | $147,318-85.7% | $82,637-74.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 21.71% | 27.49%-5.8pp | 70.43%-48.7pp | 53.51%-31.8pp |
| Employer contribution / active EE | $3,654 | $3,417+7.0% | $4,593-20.4% | $2,552+43.2% |
| Participant deferral / active EE | $800 | $6,496-87.7% | $7,906-89.9% | $4,126-80.6% |
| Admin fee / account holder | $190 | $8,415-97.7% | $13,708-98.6% | $7,339-97.4% |