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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 | $2,859 | $58,828-95.1% | $78,002-96.3% | $62,881-95.5% |
| Participation rate | 80.8% | 71.1%+9.7pp | 75.5%+5.2pp | 69.3%+11.5pp |
| Annual return | 10.18% | 17.16%-7.0pp | 425.99%-415.8pp | 20.14%-10.0pp |
| Employer contribution / active EE | $706 | $1,672-57.8% | $2,470-71.4% | $2,281-69.1% |
| Participant deferral / active EE | $971 | $2,686-63.8% | $3,497-72.2% | $3,203-69.7% |
| Admin fee / account holder | $214 | $4,393-95.1% | $5,481-96.1% | $4,296-95.0% |