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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 | $13,339 | $136,860-90.3% | $120,344-88.9% | $154,746-91.4% |
| Participation rate | 87.5% | 79.9%+7.6pp | 76.7%+10.8pp | 80.7%+6.8pp |
| Annual return | 12.91% | 21.38%-8.5pp | 20.30%-7.4pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,509 | $3,533-57.3% | $3,020-50.1% | $4,379-65.6% |
| Participant deferral / active EE | $1,946 | $5,793-66.4% | $5,135-62.1% | $6,730-71.1% |
| Admin fee / account holder | $77 | $15,393-99.5% | $12,742-99.4% | $14,365-99.5% |