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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 | $5,036 | $99,875-95.0% | $146,866-96.6% | $86,983-94.2% |
| Participation rate | 86.0% | 75.8%+10.2pp | 82.5%+3.5pp | 69.5%+16.5pp |
| Annual return | 22.72% | 28.10%-5.4pp | 102.85%-80.1pp | 25.83%-3.1pp |
| Employer contribution / active EE | $917 | $3,224-71.5% | $4,425-79.3% | $2,584-64.5% |
| Participant deferral / active EE | $1,717 | $6,322-72.8% | $7,759-77.9% | $4,194-59.1% |
| Admin fee / account holder | $50 | $7,838-99.4% | $13,620-99.6% | $7,856-99.4% |