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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 | $9,868 | $84,236-88.3% | $170,435-94.2% | $70,126-85.9% |
| Participation rate | 97.2% | 70.8%+26.4pp | 83.6%+13.6pp | 69.5%+27.7pp |
| Annual return | 13.08% | 23.06%-10.0pp | 205.94%-192.9pp | 73.15%-60.1pp |
| Employer contribution / active EE | $474 | $3,387-86.0% | $5,432-91.3% | $2,343-79.8% |
| Participant deferral / active EE | $345 | $3,086-88.8% | $4,939-93.0% | $3,332-89.6% |
| Admin fee / account holder | $177 | $5,698-96.9% | $13,881-98.7% | $4,645-96.2% |