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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 | $13,047 | $163,687-92.0% | $108,745-88.0% | $273,972-95.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 5.07% | 31.16%-26.1pp | 46.22%-41.2pp | 41.46%-36.4pp |
| Employer contribution / active EE | $1,000 | $4,711-78.8% | $3,323-69.9% | $4,869-79.5% |
| Participant deferral / active EE | $454 | $7,155-93.7% | $5,121-91.1% | $5,287-91.4% |
| Admin fee / account holder | $144 | $12,890-98.9% | $6,144-97.7% | $10,133-98.6% |