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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 | $9,522 | $90,486-89.5% | $78,676-87.9% | $273,972-96.5% |
| Participation rate | 70.8% | 76.5%-5.7pp | 73.6%-2.7pp | 83.0%-12.2pp |
| Annual return | 7.60% | 75.62%-68.0pp | 62.19%-54.6pp | 41.46%-33.9pp |
| Employer contribution / active EE | $285 | $3,175-91.0% | $2,850-90.0% | $4,869-94.1% |
| Participant deferral / active EE | $399 | $3,901-89.8% | $3,517-88.7% | $5,287-92.5% |
| Admin fee / account holder | $127 | $5,263-97.6% | $4,510-97.2% | $10,133-98.7% |