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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 | $11,364 | $72,177-84.3% | $115,037-90.1% | $59,633-80.9% |
| Participation rate | 81.4% | 72.6%+8.8pp | 81.4%0pp | 68.7%+12.7pp |
| Annual return | 0.49% | 12.02%-11.5pp | 26.14%-25.6pp | 2041.40%-2040.9pp |
| Employer contribution / active EE | $831 | $2,841-70.8% | $4,608-82.0% | $2,203-62.3% |
| Participant deferral / active EE | $813 | $4,783-83.0% | $6,026-86.5% | $3,192-74.5% |
| Admin fee / account holder | $270 | $4,927-94.5% | $8,175-96.7% | $4,297-93.7% |