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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 | $18,432 | $67,411-72.7% | $91,004-79.7% | $70,126-73.7% |
| Participation rate | 97.1% | 71.4%+25.7pp | 75.6%+21.5pp | 69.5%+27.5pp |
| Annual return | 13.46% | -40.16%+53.6pp | 4.60%+8.9pp | 73.15%-59.7pp |
| Employer contribution / active EE | $588 | $1,786-67.1% | $2,456-76.0% | $2,343-74.9% |
| Participant deferral / active EE | $927 | $2,823-67.2% | $3,548-73.9% | $3,332-72.2% |
| Admin fee / account holder | $250 | $4,236-94.1% | $5,417-95.4% | $4,645-94.6% |