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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 | $7,607 | $40,264-81.1% | $57,349-86.7% | $59,633-87.2% |
| Participation rate | 94.1% | 69.2%+25.0pp | 75.1%+19.0pp | 68.7%+25.4pp |
| Annual return | 2.79% | 27.51%-24.7pp | 24.40%-21.6pp | 2041.40%-2038.6pp |
| Employer contribution / active EE | $318 | $1,922-83.4% | $2,689-88.2% | $2,203-85.6% |
| Participant deferral / active EE | $650 | $2,400-72.9% | $3,162-79.5% | $3,192-79.6% |
| Admin fee / account holder | $91 | $2,819-96.8% | $3,356-97.3% | $4,297-97.9% |