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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 | $7,620 | $45,050-83.1% | $63,018-87.9% | $70,126-89.1% |
| Participation rate | 87.5% | 69.5%+18.0pp | 74.8%+12.7pp | 69.5%+18.0pp |
| Annual return | 56.19% | 18.76%+37.4pp | 87.62%-31.4pp | 73.15%-17.0pp |
| Employer contribution / active EE | $511 | $2,052-75.1% | $2,761-81.5% | $2,343-78.2% |
| Participant deferral / active EE | $614 | $2,466-75.1% | $3,330-81.5% | $3,332-81.6% |
| Admin fee / account holder | $181 | $2,834-93.6% | $3,601-95.0% | $4,645-96.1% |