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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 | $3,765 | $93,589-96.0% | $135,942-97.2% | $75,181-95.0% |
| Participation rate | 97.1% | 75.2%+22.0pp | 81.9%+15.2pp | 67.2%+29.9pp |
| Annual return | 24.13% | 30.90%-6.8pp | 68.28%-44.2pp | 160.69%-136.6pp |
| Employer contribution / active EE | $1,389 | $3,537-60.7% | $4,858-71.4% | $2,671-48.0% |
| Participant deferral / active EE | $1,205 | $6,405-81.2% | $7,759-84.5% | $4,126-70.8% |
| Admin fee / account holder | $38 | $6,977-99.4% | $10,764-99.6% | $5,650-99.3% |