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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 | $5,242 | $57,541-90.9% | $95,740-94.5% | $75,173-93.0% |
| Participation rate | 88.9% | 62.5%+26.4pp | 72.3%+16.6pp | 67.2%+21.7pp |
| Annual return | 23.68% | 34.93%-11.3pp | 28.41%-4.7pp | 160.72%-137.0pp |
| Employer contribution / active EE | $696 | $1,808-61.5% | $2,836-75.5% | $2,671-73.9% |
| Participant deferral / active EE | $834 | $3,074-72.9% | $4,244-80.3% | $4,126-79.8% |
| Admin fee / account holder | $54 | $4,099-98.7% | $5,676-99.1% | $5,651-99.0% |