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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 | $106,524-95.9% | $152,301-97.2% | $87,485-95.0% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.4%+13.9pp | 68.9%+27.4pp |
| Annual return | 25.97% | 26.89%-0.9pp | 80.50%-54.5pp | 26.06%-0.1pp |
| Employer contribution / active EE | $898 | $3,371-73.4% | $4,624-80.6% | $2,596-65.4% |
| Participant deferral / active EE | $1,844 | $6,525-71.7% | $8,004-77.0% | $4,274-56.8% |
| Admin fee / account holder | $92 | $8,287-98.9% | $14,398-99.4% | $7,775-98.8% |