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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 | $5,293 | $65,712-91.9% | $57,196-90.7% | $273,972-98.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.23% | 22.01%-15.8pp | 14.59%-8.4pp | 41.46%-35.2pp |
| Employer contribution / active EE | $338 | $3,280-89.7% | $2,683-87.4% | $4,869-93.1% |
| Participant deferral / active EE | $40 | $3,782-98.9% | $3,096-98.7% | $5,287-99.2% |
| Admin fee / account holder | $99 | $4,838-98.0% | $3,141-96.8% | $10,133-99.0% |