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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 | $5,942 | $57,140-89.6% | $85,240-93.0% | $80,959-92.7% |
| Participation rate | 86.7% | 56.4%+30.3pp | 67.5%+19.1pp | 67.7%+19.0pp |
| Annual return | 11.28% | 21.71%-10.4pp | 66.75%-55.5pp | 35.67%-24.4pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $39 | $3,115-98.7% | $4,527-99.1% | $4,300-99.1% |
| Admin fee / account holder | $225 | $4,992-95.5% | $6,165-96.3% | $6,925-96.7% |