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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 | $4,776 | $39,132-87.8% | $57,196-91.6% | $62,881-92.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.99% | 9.24%-2.2pp | 14.59%-7.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $601 | $1,874-67.9% | $2,683-77.6% | $2,281-73.7% |
| Participant deferral / active EE | $628 | $2,374-73.5% | $3,096-79.7% | $3,203-80.4% |
| Admin fee / account holder | $209 | $2,594-91.9% | $3,141-93.3% | $4,296-95.1% |