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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 | $4,015 | $46,534-91.4% | $64,097-93.7% | $75,177-94.7% |
| Participation rate | 90.2% | 65.9%+24.3pp | 72.3%+17.9pp | 67.2%+23.0pp |
| Annual return | 13.06% | 26.07%-13.0pp | 33.75%-20.7pp | 160.75%-147.7pp |
| Employer contribution / active EE | $856 | $1,976-56.7% | $2,750-68.9% | $2,671-68.0% |
| Participant deferral / active EE | $443 | $2,835-84.4% | $3,881-88.6% | $4,126-89.3% |
| Admin fee / account holder | $26 | $2,957-99.1% | $3,070-99.1% | $5,651-99.5% |