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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 | $3,314 | $65,027-94.9% | $90,970-96.4% | $79,852-95.8% |
| Participation rate | 80.0% | 61.6%+18.4pp | 69.0%+11.0pp | 69.6%+10.4pp |
| Annual return | 21.01% | 30.45%-9.4pp | 134.58%-113.6pp | 31.72%-10.7pp |
| Employer contribution / active EE | $416 | $1,247-66.7% | $2,122-80.4% | $2,471-83.2% |
| Participant deferral / active EE | $1,031 | $2,512-59.0% | $3,373-69.4% | $3,740-72.4% |
| Admin fee / account holder | $251 | $4,535-94.5% | $5,960-95.8% | $5,306-95.3% |