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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 | $11,007 | $91,198-87.9% | $178,503-93.8% | $79,856-86.2% |
| Participation rate | 83.3% | 69.2%+14.1pp | 81.9%+1.4pp | 69.6%+13.7pp |
| Annual return | 13.43% | 24.20%-10.8pp | 151.12%-137.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $767 | $3,257-76.4% | $5,011-84.7% | $2,471-68.9% |
| Participant deferral / active EE | $442 | $3,237-86.3% | $5,202-91.5% | $3,741-88.2% |
| Admin fee / account holder | $18 | $6,748-99.7% | $13,987-99.9% | $5,306-99.7% |