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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 | $36,948-98.5% | $73,658-99.2% | $87,485-99.4% |
| Participation rate | 72.0% | 46.8%+25.2pp | 57.0%+15.0pp | 68.9%+3.1pp |
| Annual return | 19.43% | 28.64%-9.2pp | 29.72%-10.3pp | 26.06%-6.6pp |
| Employer contribution / active EE | $66 | $670-90.1% | $1,032-93.6% | $2,596-97.4% |
| Participant deferral / active EE | $101 | $1,379-92.7% | $2,062-95.1% | $4,274-97.6% |
| Admin fee / account holder | $4 | $2,531-99.8% | $3,357-99.9% | $7,775-99.9% |