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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 | $10,980 | $50,958-78.5% | $74,552-85.3% | $64,181-82.9% |
| Participation rate | 98.2% | 61.1%+37.2pp | 69.1%+29.1pp | 69.6%+28.7pp |
| Annual return | 8.49% | -1.86%+10.3pp | 32.53%-24.0pp | 7.63%+0.9pp |
| Employer contribution / active EE | $439 | $1,115-60.7% | $1,961-77.6% | $2,381-81.6% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $48 | $4,223-98.9% | $5,060-99.1% | $4,887-99.0% |