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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 | $10,704 | $45,050-76.2% | $63,018-83.0% | $70,126-84.7% |
| Participation rate | 97.0% | 69.5%+27.5pp | 74.8%+22.2pp | 69.5%+27.4pp |
| Annual return | 12.34% | 18.76%-6.4pp | 87.62%-75.3pp | 73.15%-60.8pp |
| Employer contribution / active EE | $1,142 | $2,052-44.3% | $2,761-58.6% | $2,343-51.2% |
| Participant deferral / active EE | $580 | $2,466-76.5% | $3,330-82.6% | $3,332-82.6% |
| Admin fee / account holder | $250 | $2,834-91.2% | $3,601-93.0% | $4,645-94.6% |