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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 | $16,606 | $181,896-90.9% | $156,551-89.4% | $273,972-93.9% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 3.56% | 30.74%-27.2pp | 32.23%-28.7pp | 41.46%-37.9pp |
| Employer contribution / active EE | $3,728 | $6,248-40.3% | $5,501-32.2% | $4,869-23.4% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $49 | $15,560-99.7% | $13,028-99.6% | $10,133-99.5% |