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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 | $10,080 | $58,851-82.9% | $115,170-91.2% | $72,975-86.2% |
| Participation rate | 85.2% | 65.5%+19.6pp | 75.9%+9.3pp | 69.5%+15.7pp |
| Annual return | 24.72% | 23.16%+1.6pp | 35.60%-10.9pp | 81.01%-56.3pp |
| Employer contribution / active EE | $1,361 | $1,798-24.3% | $3,179-57.2% | $2,440-44.2% |
| Participant deferral / active EE | $905 | $2,643-65.8% | $4,169-78.3% | $3,608-74.9% |
| Admin fee / account holder | $189 | $6,370-97.0% | $7,089-97.3% | $5,124-96.3% |