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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 | $13,485 | $72,177-81.3% | $115,037-88.3% | $59,632-77.4% |
| Participation rate | 87.8% | 72.6%+15.2pp | 81.4%+6.4pp | 68.7%+19.1pp |
| Annual return | -0.35% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.32%-2041.7pp |
| Employer contribution / active EE | $705 | $2,841-75.2% | $4,608-84.7% | $2,203-68.0% |
| Participant deferral / active EE | $1,162 | $4,783-75.7% | $6,026-80.7% | $3,192-63.6% |
| Admin fee / account holder | $180 | $4,927-96.3% | $8,175-97.8% | $4,297-95.8% |