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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 | $5,095 | $77,908-93.5% | $149,696-96.6% | $75,173-93.2% |
| Participation rate | 95.4% | 65.6%+29.8pp | 78.8%+16.6pp | 67.2%+28.2pp |
| Annual return | 22.02% | 31.73%-9.7pp | 134.46%-112.4pp | 160.72%-138.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $513 | $3,411-84.9% | $5,682-91.0% | $4,126-87.6% |
| Admin fee / account holder | $158 | $5,950-97.3% | $13,212-98.8% | $5,651-97.2% |