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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 | $4,331 | $106,864-95.9% | $147,318-97.1% | $82,637-94.8% |
| Participation rate | 96.4% | 75.5%+20.9pp | 82.1%+14.3pp | 68.1%+28.3pp |
| Annual return | 25.97% | 27.49%-1.5pp | 70.43%-44.5pp | 53.51%-27.5pp |
| Employer contribution / active EE | $898 | $3,417-73.7% | $4,593-80.4% | $2,552-64.8% |
| Participant deferral / active EE | $1,844 | $6,496-71.6% | $7,906-76.7% | $4,126-55.3% |
| Admin fee / account holder | $92 | $8,415-98.9% | $13,708-99.3% | $7,339-98.8% |