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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 | $19,399 | $103,392-81.2% | $87,104-77.7% | $152,897-87.3% |
| Participation rate | 92.3% | 79.4%+13.0pp | 76.9%+15.4pp | 82.5%+9.9pp |
| Annual return | 10.77% | 28.10%-17.3pp | 28.19%-17.4pp | 345.43%-334.7pp |
| Employer contribution / active EE | $5,544 | $3,221+72.1% | $2,521+119.9% | $4,764+16.4% |
| Participant deferral / active EE | $1,372 | $4,778-71.3% | $4,048-66.1% | $5,851-76.5% |
| Admin fee / account holder | $62 | $12,194-99.5% | $7,491-99.2% | $11,599-99.5% |