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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 | $2,734 | $49,896-94.5% | $80,627-96.6% | $75,173-96.4% |
| Participation rate | 84.8% | 55.3%+29.5pp | 67.0%+17.8pp | 67.2%+17.6pp |
| Annual return | 16.30% | 34.67%-18.4pp | 936.76%-920.5pp | 160.72%-144.4pp |
| Employer contribution / active EE | $293 | $1,699-82.8% | $2,723-89.2% | $2,671-89.0% |
| Participant deferral / active EE | $668 | $2,992-77.7% | $4,443-85.0% | $4,126-83.8% |
| Admin fee / account holder | $166 | $3,578-95.4% | $5,381-96.9% | $5,651-97.1% |