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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 | $12,994 | $98,766-86.8% | $149,730-91.3% | $79,852-83.7% |
| Participation rate | 80.4% | 75.8%+4.6pp | 82.5%-2.1pp | 69.6%+10.7pp |
| Annual return | 12.65% | 27.43%-14.8pp | 276.70%-264.0pp | 31.72%-19.1pp |
| Employer contribution / active EE | $999 | $3,217-69.0% | $4,645-78.5% | $2,471-59.6% |
| Participant deferral / active EE | $1,475 | $5,681-74.0% | $6,843-78.5% | $3,740-60.6% |
| Admin fee / account holder | $142 | $6,052-97.6% | $9,310-98.5% | $5,306-97.3% |