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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 | $3,242 | $64,920-95.0% | $103,693-96.9% | $86,983-96.3% |
| Participation rate | 94.7% | 63.6%+31.1pp | 72.6%+22.1pp | 69.5%+25.2pp |
| Annual return | 17.05% | 30.29%-13.2pp | 47.61%-30.6pp | 25.83%-8.8pp |
| Employer contribution / active EE | $219 | $2,141-89.8% | $2,920-92.5% | $2,584-91.5% |
| Participant deferral / active EE | $658 | $3,241-79.7% | $4,579-85.6% | $4,194-84.3% |
| Admin fee / account holder | $265 | $6,191-95.7% | $7,858-96.6% | $7,856-96.6% |