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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 | $3,227 | $46,534-93.1% | $64,097-95.0% | $75,177-95.7% |
| Participation rate | 97.7% | 65.9%+31.7pp | 72.3%+25.4pp | 67.2%+30.5pp |
| Annual return | 13.47% | 26.07%-12.6pp | 33.75%-20.3pp | 160.75%-147.3pp |
| Employer contribution / active EE | $634 | $1,976-67.9% | $2,750-77.0% | $2,671-76.3% |
| Participant deferral / active EE | $119 | $2,835-95.8% | $3,881-96.9% | $4,126-97.1% |
| Admin fee / account holder | $136 | $2,957-95.4% | $3,070-95.6% | $5,651-97.6% |