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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 | $6,037 | $53,128-88.6% | $86,582-93.0% | $70,126-91.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.40% | 27.66%-11.3pp | 965.08%-948.7pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,175 | $2,068-43.2% | $2,839-58.6% | $2,343-49.8% |
| Participant deferral / active EE | $453 | $2,695-83.2% | $3,609-87.4% | $3,332-86.4% |
| Admin fee / account holder | $252 | $3,584-93.0% | $4,904-94.9% | $4,645-94.6% |