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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 | $5,019 | $93,346-94.6% | $71,796-93.0% | $273,972-98.2% |
| Participation rate | 84.6% | 76.5%+8.1pp | 69.1%+15.5pp | 83.0%+1.6pp |
| Annual return | 3.70% | 130.39%-126.7pp | 78.04%-74.3pp | 41.46%-37.8pp |
| Employer contribution / active EE | $3,275 | $2,733+19.8% | $1,924+70.2% | $4,869-32.7% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $12 | $6,571-99.8% | $4,815-99.8% | $10,133-99.9% |