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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 | $9,476 | $48,364-80.4% | $71,796-86.8% | $62,881-84.9% |
| Participation rate | 98.0% | 60.6%+37.3pp | 69.1%+28.8pp | 69.3%+28.7pp |
| Annual return | 10.12% | 13.16%-3.0pp | 78.04%-67.9pp | 20.14%-10.0pp |
| Employer contribution / active EE | $711 | $1,042-31.7% | $1,924-63.0% | $2,281-68.8% |
| Participant deferral / active EE | $219 | $2,091-89.5% | $2,794-92.1% | $3,203-93.1% |
| Admin fee / account holder | $101 | $3,771-97.3% | $4,815-97.9% | $4,296-97.7% |