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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 | $12,843 | $54,162-76.3% | $68,612-81.3% | $64,173-80.0% |
| Participation rate | 85.7% | 68.1%+17.7pp | 72.2%+13.5pp | 69.6%+16.1pp |
| Annual return | -4.44% | -1.62%-2.8pp | -4.63%+0.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $431 | $1,846-76.7% | $2,625-83.6% | $2,381-81.9% |
| Participant deferral / active EE | $650 | $2,626-75.2% | $3,311-80.4% | $3,470-81.3% |
| Admin fee / account holder | $223 | $4,029-94.5% | $5,131-95.7% | $4,887-95.4% |