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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 | $6,461 | $77,908-91.7% | $149,696-95.7% | $75,173-91.4% |
| Participation rate | 76.6% | 65.6%+11.0pp | 78.8%-2.2pp | 67.2%+9.4pp |
| Annual return | 20.69% | 31.73%-11.0pp | 134.46%-113.8pp | 160.72%-140.0pp |
| Employer contribution / active EE | $2,371 | $3,138-24.4% | $4,821-50.8% | $2,671-11.2% |
| Participant deferral / active EE | $528 | $3,411-84.5% | $5,682-90.7% | $4,126-87.2% |
| Admin fee / account holder | $46 | $5,950-99.2% | $13,212-99.7% | $5,651-99.2% |