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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 | $77,814-92.5% | $158,223-96.3% | $86,983-93.3% |
| Participation rate | 87.5% | 68.4%+19.1pp | 79.2%+8.3pp | 69.5%+18.0pp |
| Annual return | 17.49% | 30.54%-13.1pp | 52.09%-34.6pp | 25.83%-8.3pp |
| Employer contribution / active EE | $439 | $2,592-83.1% | $4,109-89.3% | $2,584-83.0% |
| Participant deferral / active EE | $173 | $3,270-94.7% | $5,467-96.8% | $4,194-95.9% |
| Admin fee / account holder | $105 | $5,879-98.2% | $16,047-99.3% | $7,856-98.7% |