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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 | $4,581 | $68,880-93.3% | $120,580-96.2% | $80,959-94.3% |
| Participation rate | 91.7% | 61.7%+30.0pp | 72.0%+19.7pp | 67.7%+24.0pp |
| Annual return | 14.79% | 23.68%-8.9pp | 107.48%-92.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,093 | $3,191-65.7% | $4,995-78.1% | $4,300-74.6% |
| Admin fee / account holder | $11 | $5,785-99.8% | $9,418-99.9% | $6,925-99.8% |