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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 | $11,964 | $85,171-86.0% | $172,753-93.1% | $72,976-83.6% |
| Participation rate | 74.1% | 70.1%+4.1pp | 82.6%-8.5pp | 69.5%+4.6pp |
| Annual return | 35.90% | 27.32%+8.6pp | 803.00%-767.1pp | 81.02%-45.1pp |
| Employer contribution / active EE | $646 | $3,324-80.6% | $5,144-87.4% | $2,440-73.5% |
| Participant deferral / active EE | $316 | $3,260-90.3% | $5,198-93.9% | $3,608-91.2% |
| Admin fee / account holder | $203 | $5,880-96.5% | $13,956-98.5% | $5,124-96.0% |