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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 | $11,735 | $77,638-84.9% | $156,551-92.5% | $62,881-81.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.09% | 50.33%-45.2pp | 32.23%-27.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $899 | $3,444-73.9% | $5,501-83.6% | $2,281-60.6% |
| Participant deferral / active EE | $538 | $3,046-82.3% | $4,871-89.0% | $3,203-83.2% |
| Admin fee / account holder | $63 | $5,561-98.9% | $13,028-99.5% | $4,296-98.5% |