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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 | $5,546 | $64,311-91.4% | $57,356-90.3% | $125,389-95.6% |
| Participation rate | 77.3% | 78.6%-1.4pp | 75.1%+2.2pp | 83.2%-5.9pp |
| Annual return | 1.87% | 25.14%-23.3pp | 24.41%-22.5pp | 282.24%-280.4pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $230 | $3,846-94.0% | $3,162-92.7% | $5,352-95.7% |
| Admin fee / account holder | $164 | $5,243-96.9% | $3,357-95.1% | $9,541-98.3% |