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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 | $4,658 | $81,233-94.3% | $155,567-97.0% | $80,874-94.2% |
| Participation rate | 87.9% | 66.2%+21.6pp | 78.2%+9.7pp | 67.6%+20.2pp |
| Annual return | 20.25% | 33.33%-13.1pp | 64.74%-44.5pp | 35.62%-15.4pp |
| Employer contribution / active EE | $469 | $3,101-84.9% | $4,674-90.0% | $2,756-83.0% |
| Participant deferral / active EE | $680 | $3,452-80.3% | $5,628-87.9% | $4,297-84.2% |
| Admin fee / account holder | $120 | $7,998-98.5% | $15,916-99.2% | $6,935-98.3% |