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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 | $9,110 | $99,032-90.8% | $80,022-88.6% | $135,380-93.3% |
| Participation rate | 91.7% | 78.4%+13.3pp | 75.8%+15.8pp | 82.6%+9.0pp |
| Annual return | -6.09% | 15.39%-21.5pp | 11.22%-17.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $954 | $3,043-68.7% | $2,468-61.3% | $4,779-80.0% |
| Participant deferral / active EE | $829 | $4,282-80.6% | $3,686-77.5% | $5,609-85.2% |
| Admin fee / account holder | $36 | $10,436-99.7% | $6,521-99.4% | $10,828-99.7% |