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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 | $3,226 | $49,249-93.4% | $70,476-95.4% | $79,852-96.0% |
| Participation rate | 76.1% | 69.2%+6.9pp | 75.1%+1.0pp | 69.6%+6.4pp |
| Annual return | 39.55% | 30.09%+9.5pp | 109.12%-69.6pp | 31.72%+7.8pp |
| Employer contribution / active EE | $944 | $2,100-55.1% | $2,738-65.5% | $2,471-61.8% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,847-100.0% | $5,306-100.0% |