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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 | $1,277 | $77,814-98.4% | $158,223-99.2% | $86,983-98.5% |
| Participation rate | 83.8% | 68.4%+15.4pp | 79.2%+4.6pp | 69.5%+14.2pp |
| Annual return | 22.00% | 30.54%-8.5pp | 52.09%-30.1pp | 25.83%-3.8pp |
| Employer contribution / active EE | $304 | $2,592-88.3% | $4,109-92.6% | $2,584-88.2% |
| Participant deferral / active EE | $610 | $3,270-81.3% | $5,467-88.8% | $4,194-85.4% |
| Admin fee / account holder | $52 | $5,879-99.1% | $16,047-99.7% | $7,856-99.3% |