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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 | $117,859-95.3% | $102,438-94.6% | $145,959-96.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.73% | 31.72%-19.0pp | 29.37%-16.6pp | 561.95%-549.2pp |
| Employer contribution / active EE | $1,790 | $3,615-50.5% | $3,024-40.8% | $4,661-61.6% |
| Participant deferral / active EE | $992 | $5,732-82.7% | $5,054-80.4% | $6,689-85.2% |
| Admin fee / account holder | $211 | $13,318-98.4% | $9,448-97.8% | $13,398-98.4% |