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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 | $2,334 | $77,920-97.0% | $149,723-98.4% | $75,177-96.9% |
| Participation rate | 96.7% | 65.6%+31.1pp | 78.8%+17.9pp | 67.2%+29.5pp |
| Annual return | 20.05% | 31.72%-11.7pp | 134.50%-114.4pp | 160.75%-140.7pp |
| Employer contribution / active EE | $398 | $3,138-87.3% | $4,821-91.8% | $2,671-85.1% |
| Participant deferral / active EE | $572 | $3,411-83.2% | $5,682-89.9% | $4,126-86.1% |
| Admin fee / account holder | $129 | $5,951-97.8% | $13,215-99.0% | $5,651-97.7% |