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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 | $4,616 | $77,817-94.1% | $123,553-96.3% | $64,173-92.8% |
| Participation rate | 98.3% | 74.7%+23.6pp | 82.3%+16.0pp | 69.6%+28.7pp |
| Annual return | 18.30% | 12.49%+5.8pp | 119.21%-100.9pp | 7.63%+10.7pp |
| Employer contribution / active EE | $2,542 | $3,014-15.6% | $4,628-45.1% | $2,381+6.8% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $39 | $5,519-99.3% | $9,284-99.6% | $4,887-99.2% |