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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 | $8,601 | $96,558-91.1% | $80,977-89.4% | $273,972-96.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.44% | 15.14%-5.7pp | 17.11%-7.7pp | 41.46%-32.0pp |
| Employer contribution / active EE | $711 | $4,869-85.4% | $3,715-80.9% | $4,869-85.4% |
| Participant deferral / active EE | $619 | $6,598-90.6% | $5,696-89.1% | $5,287-88.3% |
| Admin fee / account holder | $69 | $7,493-99.1% | $5,517-98.7% | $10,133-99.3% |