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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 | $1,680 | $39,132-95.7% | $57,196-97.1% | $62,881-97.3% |
| Participation rate | 81.0% | 70.5%+10.5pp | 75.3%+5.6pp | 69.3%+11.6pp |
| Annual return | 19.55% | 9.24%+10.3pp | 14.59%+5.0pp | 20.14%-0.6pp |
| Employer contribution / active EE | $603 | $1,874-67.8% | $2,683-77.5% | $2,281-73.6% |
| Participant deferral / active EE | $679 | $2,374-71.4% | $3,096-78.1% | $3,203-78.8% |
| Admin fee / account holder | $56 | $2,594-97.9% | $3,141-98.2% | $4,296-98.7% |