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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 | $112,729-91.8% | $98,716-90.6% | $137,256-93.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 20.51% | 38.48%-18.0pp | 31.81%-11.3pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,081 | $2,725-60.3% | $2,279-52.5% | $4,156-74.0% |
| Participant deferral / active EE | $1,082 | $4,640-76.7% | $4,048-73.3% | $6,407-83.1% |
| Admin fee / account holder | $56 | $10,129-99.4% | $8,703-99.4% | $12,270-99.5% |