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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 | $1,856 | $78,690-97.6% | $161,489-98.9% | $87,485-97.9% |
| Participation rate | 90.0% | 67.5%+22.5pp | 78.7%+11.3pp | 68.9%+21.1pp |
| Annual return | 25.74% | 32.74%-7.0pp | 89.72%-64.0pp | 26.06%-0.3pp |
| Employer contribution / active EE | $379 | $2,588-85.4% | $4,268-91.1% | $2,596-85.4% |
| Participant deferral / active EE | $630 | $3,311-81.0% | $5,630-88.8% | $4,274-85.3% |
| Admin fee / account holder | $32 | $6,724-99.5% | $16,006-99.8% | $7,775-99.6% |