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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 | $5,563 | $117,846-95.3% | $102,434-94.6% | $145,884-96.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.73% | 31.90%-19.2pp | 29.46%-16.7pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,790 | $3,615-50.5% | $3,023-40.8% | $4,662-61.6% |
| Participant deferral / active EE | $992 | $5,733-82.7% | $5,055-80.4% | $6,690-85.2% |
| Admin fee / account holder | $211 | $13,356-98.4% | $9,462-97.8% | $13,392-98.4% |