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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 | $6,008 | $39,132-84.6% | $57,196-89.5% | $62,881-90.4% |
| Participation rate | 87.2% | 70.5%+16.8pp | 75.3%+11.9pp | 69.3%+17.9pp |
| Annual return | 5.03% | 9.24%-4.2pp | 14.59%-9.6pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $167 | $2,374-93.0% | $3,096-94.6% | $3,203-94.8% |
| Admin fee / account holder | $45 | $2,594-98.2% | $3,141-98.6% | $4,296-98.9% |