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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 | $5,869 | $78,690-92.5% | $161,489-96.4% | $87,485-93.3% |
| Participation rate | 87.5% | 67.5%+20.0pp | 78.7%+8.8pp | 68.9%+18.6pp |
| Annual return | 17.49% | 32.74%-15.3pp | 89.72%-72.2pp | 26.06%-8.6pp |
| Employer contribution / active EE | $439 | $2,588-83.0% | $4,268-89.7% | $2,596-83.1% |
| Participant deferral / active EE | $173 | $3,311-94.8% | $5,630-96.9% | $4,274-96.0% |
| Admin fee / account holder | $105 | $6,724-98.4% | $16,006-99.3% | $7,775-98.7% |