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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 | $7,476 | $78,670-90.5% | $109,173-93.2% | $85,847-91.3% |
| Participation rate | 79.4% | 68.3%+11.1pp | 75.9%+3.5pp | 69.3%+10.1pp |
| Annual return | 13.95% | 25.09%-11.1pp | 25.75%-11.8pp | 318.61%-304.7pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,214 | $3,467-65.0% | $4,654-73.9% | $3,952-69.3% |
| Admin fee / account holder | $249 | $5,469-95.5% | $6,755-96.3% | $6,261-96.0% |