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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 | $4,350 | $73,988-94.1% | $96,538-95.5% | $75,177-94.2% |
| Participation rate | 74.1% | 66.4%+7.6pp | 74.3%-0.3pp | 67.2%+6.9pp |
| Annual return | 19.32% | 26.73%-7.4pp | 35.74%-16.4pp | 160.75%-141.4pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $676 | $3,660-81.5% | $4,880-86.1% | $4,126-83.6% |
| Admin fee / account holder | $124 | $5,220-97.6% | $6,737-98.2% | $5,651-97.8% |