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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 | $6,821 | $56,894-88.0% | $84,753-92.0% | $62,881-89.2% |
| Participation rate | 75.6% | 68.5%+7.0pp | 76.6%-1.0pp | 69.3%+6.3pp |
| Annual return | 6.83% | 6.30%+0.5pp | 22.78%-16.0pp | 20.14%-13.3pp |
| Employer contribution / active EE | $806 | $2,400-66.4% | $3,574-77.5% | $2,281-64.7% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $101 | $3,581-97.2% | $5,333-98.1% | $4,296-97.6% |