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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 | $10,596 | $53,128-80.1% | $86,582-87.8% | $70,126-84.9% |
| Participation rate | 88.9% | 65.3%+23.6pp | 73.5%+15.3pp | 69.5%+19.3pp |
| Annual return | 18.04% | 27.66%-9.6pp | 965.08%-947.0pp | 73.15%-55.1pp |
| Employer contribution / active EE | $829 | $2,068-59.9% | $2,839-70.8% | $2,343-64.6% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $34 | $3,584-99.0% | $4,904-99.3% | $4,645-99.3% |