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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 | $9,042 | $72,273-87.5% | $101,275-91.1% | $79,856-88.7% |
| Participation rate | 82.9% | 68.5%+14.4pp | 75.8%+7.0pp | 69.6%+13.2pp |
| Annual return | 15.69% | 22.30%-6.6pp | 46.48%-30.8pp | 31.71%-16.0pp |
| Employer contribution / active EE | $612 | $2,691-77.3% | $3,660-83.3% | $2,471-75.2% |
| Participant deferral / active EE | $1,140 | $3,282-65.3% | $4,371-73.9% | $3,741-69.5% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |