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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 | $556 | $57,590-99.0% | $86,233-99.4% | $82,448-99.3% |
| Participation rate | 77.5% | 57.9%+19.6pp | 69.0%+8.4pp | 68.1%+9.4pp |
| Annual return | 51.86% | 22.41%+29.4pp | 61.39%-9.5pp | 41.64%+10.2pp |
| Employer contribution / active EE | $323 | $1,655-80.5% | $2,504-87.1% | $2,551-87.3% |
| Participant deferral / active EE | $370 | $3,080-88.0% | $4,559-91.9% | $4,139-91.1% |
| Admin fee / account holder | $210 | $4,730-95.6% | $8,342-97.5% | $7,234-97.1% |