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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 | $7,281 | $54,757-86.7% | $90,304-91.9% | $72,975-90.0% |
| Participation rate | 70.7% | 65.2%+5.6pp | 73.3%-2.5pp | 69.5%+1.2pp |
| Annual return | 17.01% | 30.63%-13.6pp | 78.13%-61.1pp | 81.01%-64.0pp |
| Employer contribution / active EE | $288 | $2,093-86.2% | $2,855-89.9% | $2,440-88.2% |
| Participant deferral / active EE | $631 | $2,887-78.1% | $3,885-83.8% | $3,608-82.5% |
| Admin fee / account holder | $0 | $3,973-100.0% | $5,354-100.0% | $5,124-100.0% |