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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 | $2,762 | $104,251-97.4% | $91,004-97.0% | $147,586-98.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 24.70% | 27.06%-2.4pp | 4.60%+20.1pp | 578.59%-553.9pp |
| Employer contribution / active EE | $1,073 | $3,116-65.5% | $2,456-56.3% | $4,876-78.0% |
| Participant deferral / active EE | $988 | $4,195-76.4% | $3,548-72.1% | $5,439-81.8% |
| Admin fee / account holder | $270 | $8,948-97.0% | $5,417-95.0% | $10,886-97.5% |