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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 | $16,257 | $78,705-79.3% | $117,860-86.2% | $70,124-76.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 18.76% | 23.30%-4.5pp | 335.10%-316.3pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,202 | $2,223-45.9% | $3,786-68.3% | $2,342-48.7% |
| Participant deferral / active EE | $1,160 | $3,297-64.8% | $4,482-74.1% | $3,332-65.2% |
| Admin fee / account holder | $262 | $5,065-94.8% | $8,021-96.7% | $4,645-94.4% |