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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 | $11,204 | $85,171-86.8% | $172,753-93.5% | $72,976-84.6% |
| Participation rate | 97.5% | 70.1%+27.4pp | 82.6%+14.9pp | 69.5%+28.0pp |
| Annual return | 17.59% | 27.32%-9.7pp | 803.00%-785.4pp | 81.02%-63.4pp |
| Employer contribution / active EE | $431 | $3,324-87.0% | $5,144-91.6% | $2,440-82.3% |
| Participant deferral / active EE | $386 | $3,260-88.2% | $5,198-92.6% | $3,608-89.3% |
| Admin fee / account holder | $144 | $5,880-97.5% | $13,956-99.0% | $5,124-97.2% |