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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 | $4,913 | $87,546-94.4% | $75,784-93.5% | $125,389-96.1% |
| Participation rate | 84.6% | 80.2%+4.4pp | 75.8%+8.8pp | 83.2%+1.4pp |
| Annual return | -3.69% | 13.49%-17.2pp | 9.68%-13.4pp | 282.24%-285.9pp |
| Employer contribution / active EE | $1,116 | $3,930-71.6% | $3,323-66.4% | $4,866-77.1% |
| Participant deferral / active EE | $78 | $4,230-98.2% | $3,652-97.9% | $5,352-98.5% |
| Admin fee / account holder | $31 | $6,503-99.5% | $5,300-99.4% | $9,541-99.7% |