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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 | $5,646 | $65,367-91.4% | $92,915-93.9% | $72,976-92.3% |
| Participation rate | 82.1% | 68.3%+13.8pp | 76.0%+6.1pp | 69.5%+12.7pp |
| Annual return | 18.57% | 42.11%-23.5pp | 109.45%-90.9pp | 81.02%-62.4pp |
| Employer contribution / active EE | $1,429 | $2,594-44.9% | $3,653-60.9% | $2,440-41.5% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $22 | $4,251-99.5% | $5,796-99.6% | $5,124-99.6% |