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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 | $5,738 | $99,345-94.2% | $84,753-93.2% | $273,972-97.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.19% | 22.93%-18.7pp | 22.78%-18.6pp | 41.46%-37.3pp |
| Employer contribution / active EE | $741 | $4,214-82.4% | $3,574-79.3% | $4,869-84.8% |
| Participant deferral / active EE | $850 | $4,270-80.1% | $3,712-77.1% | $5,287-83.9% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |