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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 | $5,190 | $90,590-94.3% | $90,782-94.3% | $135,382-96.2% |
| Participation rate | 86.7% | 83.7%+2.9pp | 82.7%+4.0pp | 82.6%+4.0pp |
| Annual return | 1.54% | -3.40%+4.9pp | -3.42%+5.0pp | 519.77%-518.2pp |
| Employer contribution / active EE | $1,574 | $4,352-63.8% | $4,105-61.7% | $4,779-67.1% |
| Participant deferral / active EE | $618 | $5,407-88.6% | $5,366-88.5% | $5,609-89.0% |
| Admin fee / account holder | $23 | $7,683-99.7% | $5,908-99.6% | $10,829-99.8% |