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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 | $9,255 | $123,155-92.5% | $108,753-91.5% | $155,188-94.0% |
| Participation rate | 85.7% | 75.6%+10.1pp | 71.1%+14.6pp | 80.8%+4.9pp |
| Annual return | 20.51% | 44.73%-24.2pp | 37.47%-17.0pp | 148.84%-128.3pp |
| Employer contribution / active EE | $1,081 | $2,811-61.5% | $2,427-55.4% | $4,248-74.5% |
| Participant deferral / active EE | $1,082 | $4,623-76.6% | $4,115-73.7% | $6,531-83.4% |
| Admin fee / account holder | $56 | $12,126-99.5% | $10,320-99.5% | $14,480-99.6% |