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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 | $5,557 | $52,580-89.4% | $71,671-92.2% | $70,126-92.1% |
| Participation rate | 73.5% | 60.9%+12.7pp | 68.7%+4.8pp | 69.5%+4.0pp |
| Annual return | 20.97% | 20.25%+0.7pp | 20.65%+0.3pp | 73.15%-52.2pp |
| Employer contribution / active EE | $289 | $1,616-82.1% | $2,460-88.2% | $2,343-87.7% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $108 | $3,653-97.1% | $5,558-98.1% | $4,645-97.7% |