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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 | $2,038 | $65,367-96.9% | $92,915-97.8% | $72,976-97.2% |
| Participation rate | 70.0% | 68.3%+1.7pp | 76.0%-6.0pp | 69.5%+0.5pp |
| Annual return | 16.59% | 42.11%-25.5pp | 109.45%-92.9pp | 81.02%-64.4pp |
| Employer contribution / active EE | $754 | $2,594-70.9% | $3,653-79.4% | $2,440-69.1% |
| Participant deferral / active EE | $90 | $3,128-97.1% | $4,238-97.9% | $3,608-97.5% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,796-100.0% | $5,124-100.0% |