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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 | $100,194-94.5% | $122,979-95.5% | $86,983-93.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 25.90% | 16.47%+9.4pp | 20.12%+5.8pp | 25.83%+0.1pp |
| Employer contribution / active EE | $992 | $2,326-57.3% | $3,062-67.6% | $2,584-61.6% |
| Participant deferral / active EE | $995 | $4,133-75.9% | $5,003-80.1% | $4,194-76.3% |
| Admin fee / account holder | $26 | $10,148-99.7% | $12,864-99.8% | $7,856-99.7% |