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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 | $566 | $37,156-98.5% | $83,854-99.3% | $86,983-99.3% |
| Participation rate | 72.0% | 49.1%+22.9pp | 59.1%+12.9pp | 69.5%+2.5pp |
| Annual return | 19.43% | 29.88%-10.5pp | 31.39%-12.0pp | 25.83%-6.4pp |
| Employer contribution / active EE | $66 | $661-90.0% | $1,017-93.5% | $2,584-97.4% |
| Participant deferral / active EE | $101 | $1,418-92.9% | $2,035-95.1% | $4,194-97.6% |
| Admin fee / account holder | $4 | $2,510-99.8% | $3,197-99.9% | $7,856-99.9% |