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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 | $1,528 | $65,027-97.6% | $90,970-98.3% | $79,852-98.1% |
| Participation rate | 83.3% | 61.6%+21.7pp | 69.0%+14.3pp | 69.6%+13.7pp |
| Annual return | 34.49% | 30.45%+4.0pp | 134.58%-100.1pp | 31.72%+2.8pp |
| Employer contribution / active EE | $402 | $1,247-67.8% | $2,122-81.1% | $2,471-83.7% |
| Participant deferral / active EE | $657 | $2,512-73.8% | $3,373-80.5% | $3,740-82.4% |
| Admin fee / account holder | $61 | $4,535-98.7% | $5,960-99.0% | $5,306-98.9% |