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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 | $6,649 | $99,875-93.3% | $146,866-95.5% | $86,983-92.4% |
| Participation rate | 70.4% | 75.8%-5.4pp | 82.5%-12.1pp | 69.5%+0.8pp |
| Annual return | 18.64% | 28.10%-9.5pp | 102.85%-84.2pp | 25.83%-7.2pp |
| Employer contribution / active EE | $1,042 | $3,224-67.7% | $4,425-76.4% | $2,584-59.7% |
| Participant deferral / active EE | $1,448 | $6,322-77.1% | $7,759-81.3% | $4,194-65.5% |
| Admin fee / account holder | $218 | $7,838-97.2% | $13,620-98.4% | $7,856-97.2% |