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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 | $5,555 | $104,098-94.7% | $140,514-96.0% | $94,015-94.1% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 25.90% | 15.14%+10.8pp | 14.36%+11.5pp | 17.84%+8.1pp |
| Employer contribution / active EE | $992 | $2,388-58.5% | $3,378-70.6% | $2,790-64.4% |
| Participant deferral / active EE | $995 | $4,033-75.3% | $4,919-79.8% | $4,249-76.6% |
| Admin fee / account holder | $26 | $10,439-99.7% | $13,697-99.8% | $8,951-99.7% |