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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 | $6,220 | $70,002-91.1% | $115,038-94.6% | $52,331-88.1% |
| Participation rate | 80.2% | 72.1%+8.1pp | 81.4%-1.2pp | 68.1%+12.1pp |
| Annual return | 90.79% | 4.04%+86.8pp | 26.14%+64.7pp | 4.54%+86.3pp |
| Employer contribution / active EE | $583 | $2,715-78.5% | $4,608-87.3% | $1,882-69.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |