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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 | $11,370 | $86,701-86.9% | $73,309-84.5% | $125,389-90.9% |
| Participation rate | 81.8% | 78.6%+3.2pp | 74.9%+6.9pp | 83.2%-1.4pp |
| Annual return | -1.33% | 2.78%-4.1pp | 5.67%-7.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $663 | $4,152-84.0% | $3,237-79.5% | $4,866-86.4% |
| Participant deferral / active EE | $864 | $5,549-84.4% | $4,991-82.7% | $5,352-83.9% |
| Admin fee / account holder | $252 | $7,768-96.8% | $5,635-95.5% | $9,541-97.4% |