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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 | $2,472 | $61,125-96.0% | $94,057-97.4% | $87,485-97.2% |
| Participation rate | 74.5% | 64.1%+10.5pp | 73.3%+1.2pp | 68.9%+5.6pp |
| Annual return | 22.06% | 35.20%-13.1pp | 480.62%-458.6pp | 26.06%-4.0pp |
| Employer contribution / active EE | $442 | $2,136-79.3% | $2,933-84.9% | $2,596-83.0% |
| Participant deferral / active EE | $660 | $3,260-79.7% | $4,709-86.0% | $4,274-84.5% |
| Admin fee / account holder | $197 | $5,629-96.5% | $7,244-97.3% | $7,775-97.5% |