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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 | $22,644 | $215,361-89.5% | $171,082-86.8% | $273,972-91.7% |
| Participation rate | 83.3% | 82.0%+1.3pp | 76.7%+6.6pp | 83.0%+0.3pp |
| Annual return | 7.88% | 25.14%-17.3pp | 32.56%-24.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $3,209 | $4,967-35.4% | $4,002-19.8% | $4,869-34.1% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $169 | $10,846-98.4% | $8,520-98.0% | $10,133-98.3% |