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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 | $2,049 | $77,638-97.4% | $156,551-98.7% | $62,881-96.7% |
| Participation rate | 82.4% | 71.2%+11.2pp | 84.0%-1.7pp | 69.3%+13.0pp |
| Annual return | 12.24% | 50.33%-38.1pp | 32.23%-20.0pp | 20.14%-7.9pp |
| Employer contribution / active EE | $541 | $3,444-84.3% | $5,501-90.2% | $2,281-76.3% |
| Participant deferral / active EE | $556 | $3,046-81.7% | $4,871-88.6% | $3,203-82.6% |
| Admin fee / account holder | $46 | $5,561-99.2% | $13,028-99.6% | $4,296-98.9% |