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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 | $2,021 | $65,246-96.9% | $98,716-98.0% | $67,986-97.0% |
| Participation rate | 78.0% | 51.4%+26.5pp | 69.3%+8.7pp | 57.2%+20.8pp |
| Annual return | 17.94% | 20.58%-2.6pp | 31.81%-13.9pp | 31.67%-13.7pp |
| Employer contribution / active EE | $573 | $1,042-45.0% | $2,279-74.9% | $2,019-71.6% |
| Participant deferral / active EE | $654 | $2,594-74.8% | $4,048-83.8% | $3,358-80.5% |
| Admin fee / account holder | $177 | $4,561-96.1% | $8,703-98.0% | $3,203-94.5% |