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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 | $7,228 | $78,423-90.8% | $95,964-92.5% | $79,856-90.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 19.95% | 19.37%+0.6pp | 91.64%-71.7pp | 31.71%-11.8pp |
| Employer contribution / active EE | $1,107 | $1,945-43.1% | $2,541-56.4% | $2,471-55.2% |
| Participant deferral / active EE | $1,261 | $3,440-63.3% | $4,167-69.7% | $3,741-66.3% |
| Admin fee / account holder | $262 | $5,622-95.3% | $6,797-96.1% | $5,306-95.1% |