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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 | $5,909 | $81,358-92.7% | $155,556-96.2% | $80,959-92.7% |
| Participation rate | 87.2% | 66.3%+21.0pp | 78.2%+9.0pp | 67.7%+19.6pp |
| Annual return | 12.07% | 33.39%-21.3pp | 64.84%-52.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $784 | $3,106-74.8% | $4,675-83.2% | $2,757-71.6% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $248 | $7,994-96.9% | $15,885-98.4% | $6,925-96.4% |