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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 | $6,388 | $52,678-87.9% | $75,784-91.6% | $59,633-89.3% |
| Participation rate | 78.6% | 67.2%+11.3pp | 75.8%+2.8pp | 68.7%+9.9pp |
| Annual return | -2.11% | 2.95%-5.1pp | 9.68%-11.8pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $1,144 | $2,193-47.8% | $3,323-65.6% | $2,203-48.0% |
| Participant deferral / active EE | $845 | $2,591-67.4% | $3,652-76.9% | $3,192-73.5% |
| Admin fee / account holder | $47 | $3,610-98.7% | $5,300-99.1% | $4,297-98.9% |