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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 | $1,953 | $50,554-96.1% | $67,681-97.1% | $87,485-97.8% |
| Participation rate | 85.7% | 67.7%+18.0pp | 73.7%+12.0pp | 68.9%+16.8pp |
| Annual return | 18.56% | 17.81%+0.8pp | 590.58%-572.0pp | 26.06%-7.5pp |
| Employer contribution / active EE | $439 | $1,988-77.9% | $2,678-83.6% | $2,596-83.1% |
| Participant deferral / active EE | $561 | $2,961-81.0% | $3,976-85.9% | $4,274-86.9% |
| Admin fee / account holder | $265 | $4,132-93.6% | $6,100-95.7% | $7,775-96.6% |