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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 | $8,814 | $84,236-89.5% | $170,439-94.8% | $70,124-87.4% |
| Participation rate | 73.2% | 70.8%+2.3pp | 83.6%-10.4pp | 69.5%+3.6pp |
| Annual return | 13.98% | 23.06%-9.1pp | 205.94%-192.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $653 | $3,387-80.7% | $5,433-88.0% | $2,342-72.1% |
| Participant deferral / active EE | $651 | $3,086-78.9% | $4,939-86.8% | $3,332-80.4% |
| Admin fee / account holder | $158 | $5,698-97.2% | $13,881-98.9% | $4,645-96.6% |