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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 | $2,253 | $77,814-97.1% | $158,223-98.6% | $86,983-97.4% |
| Participation rate | 93.9% | 68.4%+25.5pp | 79.2%+14.7pp | 69.5%+24.4pp |
| Annual return | 63.01% | 30.54%+32.5pp | 52.09%+10.9pp | 25.83%+37.2pp |
| Employer contribution / active EE | $518 | $2,592-80.0% | $4,109-87.4% | $2,584-80.0% |
| Participant deferral / active EE | $591 | $3,270-81.9% | $5,467-89.2% | $4,194-85.9% |
| Admin fee / account holder | $65 | $5,879-98.9% | $16,047-99.6% | $7,856-99.2% |