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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 | $5,437 | $45,050-87.9% | $63,018-91.4% | $70,126-92.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 21.60% | 18.76%+2.8pp | 87.62%-66.0pp | 73.15%-51.6pp |
| Employer contribution / active EE | $402 | $2,052-80.4% | $2,761-85.4% | $2,343-82.8% |
| Participant deferral / active EE | $719 | $2,466-70.8% | $3,330-78.4% | $3,332-78.4% |
| Admin fee / account holder | $128 | $2,834-95.5% | $3,601-96.5% | $4,645-97.2% |