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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 | $4,623 | $52,379-91.2% | $46,225-90.0% | $273,972-98.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.5%+20.5pp | 83.0%+17.0pp |
| Annual return | 12.48% | 7.23%+5.2pp | 7.57%+4.9pp | 41.46%-29.0pp |
| Employer contribution / active EE | $3,129 | $4,226-26.0% | $3,424-8.6% | $4,869-35.7% |
| Participant deferral / active EE | $1,003 | $4,660-78.5% | $3,776-73.5% | $5,287-81.0% |
| Admin fee / account holder | $131 | $4,652-97.2% | $3,519-96.3% | $10,133-98.7% |