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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 | $17,428 | $65,704-73.5% | $94,229-81.5% | $59,633-70.8% |
| Participation rate | 81.8% | 72.1%+9.7pp | 78.8%+3.0pp | 68.7%+13.1pp |
| Annual return | -1.21% | 5.22%-6.4pp | 10.68%-11.9pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $666 | $2,021-67.1% | $3,587-81.4% | $2,203-69.8% |
| Participant deferral / active EE | $924 | $3,143-70.6% | $4,320-78.6% | $3,192-71.1% |
| Admin fee / account holder | $261 | $4,265-93.9% | $6,269-95.8% | $4,297-93.9% |