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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 | $3,602 | $84,953-95.8% | $163,379-97.8% | $82,637-95.6% |
| Participation rate | 87.8% | 65.9%+21.9pp | 76.8%+11.0pp | 68.1%+19.8pp |
| Annual return | 24.04% | 23.07%+1.0pp | 63.41%-39.4pp | 53.51%-29.5pp |
| Employer contribution / active EE | $1,006 | $2,183-53.9% | $3,752-73.2% | $2,552-60.6% |
| Participant deferral / active EE | $1,242 | $4,326-71.3% | $6,282-80.2% | $4,126-69.9% |
| Admin fee / account holder | $160 | $7,921-98.0% | $9,818-98.4% | $7,339-97.8% |