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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 | $9,665 | $102,429-90.6% | $147,096-93.4% | $80,925-88.1% |
| Participation rate | 77.1% | 75.9%+1.3pp | 82.2%-5.0pp | 67.7%+9.5pp |
| Annual return | 14.08% | 135.02%-120.9pp | 419.75%-405.7pp | 35.65%-21.6pp |
| Employer contribution / active EE | $1,345 | $3,716-63.8% | $4,936-72.7% | $2,756-51.2% |
| Participant deferral / active EE | $1,694 | $6,649-74.5% | $8,071-79.0% | $4,299-60.6% |
| Admin fee / account holder | $140 | $7,957-98.2% | $13,005-98.9% | $6,940-98.0% |