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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 | $1,216 | $65,027-98.1% | $90,970-98.7% | $79,852-98.5% |
| Participation rate | 96.0% | 61.6%+34.4pp | 69.0%+27.0pp | 69.6%+26.4pp |
| Annual return | 27.85% | 30.45%-2.6pp | 134.58%-106.7pp | 31.72%-3.9pp |
| Employer contribution / active EE | $272 | $1,247-78.2% | $2,122-87.2% | $2,471-89.0% |
| Participant deferral / active EE | $552 | $2,512-78.0% | $3,373-83.7% | $3,740-85.3% |
| Admin fee / account holder | $2 | $4,535-100.0% | $5,960-100.0% | $5,306-100.0% |