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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 | $68,852-93.3% | $120,524-96.2% | $80,925-94.3% |
| Participation rate | 91.7% | 61.6%+30.0pp | 71.9%+19.7pp | 67.7%+24.0pp |
| Annual return | 14.79% | 23.67%-8.9pp | 107.36%-92.6pp | 35.65%-20.9pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,469-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,093 | $3,187-65.7% | $4,994-78.1% | $4,299-74.6% |
| Admin fee / account holder | $11 | $5,781-99.8% | $9,440-99.9% | $6,940-99.8% |