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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 | $4,589 | $88,707-94.8% | $74,184-93.8% | $273,972-98.3% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 11.58% | 11.94%-0.4pp | 17.74%-6.2pp | 41.46%-29.9pp |
| Employer contribution / active EE | $770 | $3,159-75.6% | $2,370-67.5% | $4,869-84.2% |
| Participant deferral / active EE | $958 | $4,212-77.2% | $3,550-73.0% | $5,287-81.9% |
| Admin fee / account holder | $170 | $8,717-98.0% | $5,586-97.0% | $10,133-98.3% |