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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 | $7,570 | $99,345-92.4% | $84,753-91.1% | $273,972-97.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.10% | 22.93%-11.8pp | 22.78%-11.7pp | 41.46%-30.4pp |
| Employer contribution / active EE | $4,725 | $4,214+12.1% | $3,574+32.2% | $4,869-3.0% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $275 | $6,645-95.9% | $5,333-94.8% | $10,133-97.3% |