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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 | $6,533 | $136,307-95.2% | $106,619-93.9% | $273,972-97.6% |
| Participation rate | 72.7% | 84.8%-12.0pp | 78.0%-5.3pp | 83.0%-10.3pp |
| Annual return | 6.08% | 11.05%-5.0pp | 9.42%-3.3pp | 41.46%-35.4pp |
| Employer contribution / active EE | $1,613 | $5,190-68.9% | $3,947-59.1% | $4,869-66.9% |
| Participant deferral / active EE | $601 | $4,969-87.9% | $3,930-84.7% | $5,287-88.6% |
| Admin fee / account holder | $24 | $8,625-99.7% | $6,418-99.6% | $10,133-99.8% |