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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 | $3,591 | $85,790-95.8% | $67,313-94.7% | $135,380-97.3% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | 9.28% | -0.54%+9.8pp | -4.08%+13.4pp | 519.81%-510.5pp |
| Employer contribution / active EE | $529 | $3,487-84.8% | $2,566-79.4% | $4,779-88.9% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $157 | $6,392-97.5% | $4,507-96.5% | $10,828-98.6% |