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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 | $5,306 | $77,638-93.2% | $156,551-96.6% | $62,881-91.6% |
| Participation rate | 77.1% | 71.2%+5.9pp | 84.0%-6.9pp | 69.3%+7.8pp |
| Annual return | 23.20% | 50.33%-27.1pp | 32.23%-9.0pp | 20.14%+3.1pp |
| Employer contribution / active EE | $737 | $3,444-78.6% | $5,501-86.6% | $2,281-67.7% |
| Participant deferral / active EE | $771 | $3,046-74.7% | $4,871-84.2% | $3,203-75.9% |
| Admin fee / account holder | $294 | $5,561-94.7% | $13,028-97.7% | $4,296-93.1% |