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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 | $26,917 | $181,896-85.2% | $156,551-82.8% | $273,972-90.2% |
| Participation rate | 95.2% | 88.4%+6.9pp | 84.0%+11.2pp | 83.0%+12.2pp |
| Annual return | 6.15% | 30.74%-24.6pp | 32.23%-26.1pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,810 | $6,248-71.0% | $5,501-67.1% | $4,869-62.8% |
| Participant deferral / active EE | $1,274 | $5,550-77.0% | $4,871-73.8% | $5,287-75.9% |
| Admin fee / account holder | $268 | $15,560-98.3% | $13,028-97.9% | $10,133-97.4% |