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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 | $8,429 | $49,025-82.8% | $87,502-90.4% | $62,881-86.6% |
| Participation rate | 96.5% | 64.9%+31.6pp | 73.8%+22.7pp | 69.3%+27.2pp |
| Annual return | 4.63% | 10.02%-5.4pp | 12.21%-7.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $3,034 | $1,372+121.2% | $2,550+19.0% | $2,281+33.0% |
| Participant deferral / active EE | $842 | $2,289-63.2% | $3,149-73.3% | $3,203-73.7% |
| Admin fee / account holder | $0 | $4,065-100.0% | $4,221-100.0% | $4,296-100.0% |