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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 | $13,200 | $117,895-88.8% | $102,460-87.1% | $145,897-91.0% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 14.39% | 31.92%-17.5pp | 29.47%-15.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $1,382 | $3,619-61.8% | $3,025-54.3% | $4,663-70.4% |
| Participant deferral / active EE | $1,760 | $5,736-69.3% | $5,056-65.2% | $6,689-73.7% |
| Admin fee / account holder | $161 | $13,353-98.8% | $9,460-98.3% | $13,390-98.8% |