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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 | $8,355 | $106,524-92.2% | $152,301-94.5% | $87,485-90.5% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.4%+7.6pp | 68.9%+21.1pp |
| Annual return | 23.89% | 26.89%-3.0pp | 80.50%-56.6pp | 26.06%-2.2pp |
| Employer contribution / active EE | $1,542 | $3,371-54.3% | $4,624-66.7% | $2,596-40.6% |
| Participant deferral / active EE | $2,050 | $6,525-68.6% | $8,004-74.4% | $4,274-52.0% |
| Admin fee / account holder | $21 | $8,287-99.7% | $14,398-99.9% | $7,775-99.7% |