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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 | $124,980-92.6% | $108,359-91.5% | $154,746-94.0% |
| Participation rate | 85.7% | 75.2%+10.5pp | 70.1%+15.6pp | 80.7%+5.0pp |
| Annual return | 20.51% | 45.00%-24.5pp | 36.89%-16.4pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,081 | $2,851-62.1% | $2,399-54.9% | $4,379-75.3% |
| Participant deferral / active EE | $1,082 | $4,743-77.2% | $4,137-73.9% | $6,730-83.9% |
| Admin fee / account holder | $56 | $11,502-99.5% | $9,741-99.4% | $14,365-99.6% |