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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 | $4,525 | $84,236-94.6% | $170,435-97.3% | $70,126-93.5% |
| Participation rate | 74.4% | 70.8%+3.5pp | 83.6%-9.2pp | 69.5%+4.8pp |
| Annual return | 15.58% | 23.06%-7.5pp | 205.94%-190.4pp | 73.15%-57.6pp |
| Employer contribution / active EE | $567 | $3,387-83.3% | $5,432-89.6% | $2,343-75.8% |
| Participant deferral / active EE | $826 | $3,086-73.2% | $4,939-83.3% | $3,332-75.2% |
| Admin fee / account holder | $194 | $5,698-96.6% | $13,881-98.6% | $4,645-95.8% |