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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 | $6,052 | $58,851-89.7% | $115,170-94.7% | $72,975-91.7% |
| Participation rate | 91.7% | 65.5%+26.1pp | 75.9%+15.8pp | 69.5%+22.2pp |
| Annual return | 25.62% | 23.16%+2.5pp | 35.60%-10.0pp | 81.01%-55.4pp |
| Employer contribution / active EE | $611 | $1,798-66.0% | $3,179-80.8% | $2,440-75.0% |
| Participant deferral / active EE | $829 | $2,643-68.6% | $4,169-80.1% | $3,608-77.0% |
| Admin fee / account holder | $81 | $6,370-98.7% | $7,089-98.9% | $5,124-98.4% |