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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 | $11,057 | $71,534-84.5% | $98,462-88.8% | $71,529-84.5% |
| Participation rate | 90.5% | 72.7%+17.8pp | 75.2%+15.3pp | 67.9%+22.6pp |
| Annual return | 15.48% | 32.44%-17.0pp | 21.17%-5.7pp | 28.97%-13.5pp |
| Employer contribution / active EE | $967 | $2,399-59.7% | $3,049-68.3% | $2,590-62.6% |
| Participant deferral / active EE | $615 | $4,109-85.0% | $4,738-87.0% | $4,291-85.7% |
| Admin fee / account holder | $280 | $1,677-83.3% | $8,875-96.8% | $1,588-82.4% |