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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 | $10,159 | $49,239-79.4% | $70,462-85.6% | $79,858-87.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 7.69% | 30.08%-22.4pp | 109.08%-101.4pp | 31.72%-24.0pp |
| Employer contribution / active EE | $1,158 | $2,100-44.8% | $2,737-57.7% | $2,471-53.1% |
| Participant deferral / active EE | $312 | $2,769-88.7% | $3,710-91.6% | $3,740-91.7% |
| Admin fee / account holder | $223 | $2,876-92.3% | $3,845-94.2% | $5,306-95.8% |