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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 | $7,747 | $99,345-92.2% | $84,753-90.9% | $273,972-97.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.27% | 22.93%-13.7pp | 22.78%-13.5pp | 41.46%-32.2pp |
| Employer contribution / active EE | $1,560 | $4,214-63.0% | $3,574-56.4% | $4,869-68.0% |
| Participant deferral / active EE | $674 | $4,270-84.2% | $3,712-81.8% | $5,287-87.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |