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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 | $3,273 | $96,558-96.6% | $80,977-96.0% | $273,972-98.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 24.02% | 15.14%+8.9pp | 17.11%+6.9pp | 41.46%-17.4pp |
| Employer contribution / active EE | $777 | $4,869-84.0% | $3,715-79.1% | $4,869-84.0% |
| Participant deferral / active EE | $1,202 | $6,598-81.8% | $5,696-78.9% | $5,287-77.3% |
| Admin fee / account holder | $5 | $7,493-99.9% | $5,517-99.9% | $10,133-100.0% |