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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 | $1,879 | $73,988-97.5% | $96,538-98.1% | $75,177-97.5% |
| Participation rate | 73.3% | 66.4%+6.9pp | 74.3%-1.0pp | 67.2%+6.1pp |
| Annual return | 17.15% | 26.73%-9.6pp | 35.74%-18.6pp | 160.75%-143.6pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $493 | $3,660-86.5% | $4,880-89.9% | $4,126-88.0% |
| Admin fee / account holder | $88 | $5,220-98.3% | $6,737-98.7% | $5,651-98.4% |