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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 | $15,415 | $82,032-81.2% | $123,106-87.5% | $59,632-74.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 1.31% | 5.12%-3.8pp | 13.22%-11.9pp | 2041.32%-2040.0pp |
| Employer contribution / active EE | $1,903 | $3,297-42.3% | $5,151-63.0% | $2,203-13.6% |
| Participant deferral / active EE | $337 | $4,667-92.8% | $6,229-94.6% | $3,192-89.5% |
| Admin fee / account holder | $226 | $5,881-96.2% | $9,015-97.5% | $4,297-94.8% |