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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 | $6,891 | $77,638-91.1% | $156,551-95.6% | $62,881-89.0% |
| Participation rate | 89.3% | 71.2%+18.1pp | 84.0%+5.3pp | 69.3%+20.0pp |
| Annual return | 5.45% | 50.33%-44.9pp | 32.23%-26.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $893 | $3,444-74.1% | $5,501-83.8% | $2,281-60.9% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $66 | $5,561-98.8% | $13,028-99.5% | $4,296-98.5% |