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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 | $1,757 | $65,027-97.3% | $90,970-98.1% | $79,852-97.8% |
| Participation rate | 71.4% | 61.6%+9.8pp | 69.0%+2.4pp | 69.6%+1.8pp |
| Annual return | 26.10% | 30.45%-4.4pp | 134.58%-108.5pp | 31.72%-5.6pp |
| Employer contribution / active EE | $436 | $1,247-65.0% | $2,122-79.5% | $2,471-82.4% |
| Participant deferral / active EE | $666 | $2,512-73.5% | $3,373-80.3% | $3,740-82.2% |
| Admin fee / account holder | $164 | $4,535-96.4% | $5,960-97.3% | $5,306-96.9% |