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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 | $1,287 | $75,541-98.3% | $152,093-99.2% | $82,637-98.4% |
| Participation rate | 82.1% | 66.5%+15.6pp | 77.8%+4.4pp | 68.1%+14.1pp |
| Annual return | 20.50% | 32.56%-12.1pp | 66.36%-45.9pp | 53.51%-33.0pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $220 | $3,206-93.1% | $5,451-96.0% | $4,126-94.7% |
| Admin fee / account holder | $70 | $6,405-98.9% | $14,497-99.5% | $7,339-99.0% |