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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 | $5,923 | $76,551-92.3% | $123,894-95.2% | $62,881-90.6% |
| Participation rate | 87.5% | 73.0%+14.5pp | 81.4%+6.1pp | 69.3%+18.2pp |
| Annual return | 15.04% | 18.68%-3.6pp | 47.52%-32.5pp | 20.14%-5.1pp |
| Employer contribution / active EE | $880 | $2,882-69.5% | $4,617-80.9% | $2,281-61.4% |
| Participant deferral / active EE | $1,886 | $4,840-61.0% | $5,984-68.5% | $3,203-41.1% |
| Admin fee / account holder | $95 | $4,826-98.0% | $8,357-98.9% | $4,296-97.8% |