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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 | $2,882 | $93,617-96.9% | $135,982-97.9% | $75,177-96.2% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 24.27% | 30.89%-6.6pp | 68.32%-44.1pp | 160.75%-136.5pp |
| Employer contribution / active EE | $998 | $3,538-71.8% | $4,859-79.5% | $2,671-62.6% |
| Participant deferral / active EE | $1,207 | $6,406-81.2% | $7,760-84.4% | $4,126-70.7% |
| Admin fee / account holder | $271 | $6,980-96.1% | $10,767-97.5% | $5,651-95.2% |