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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 | $6,187 | $104,664-94.1% | $85,693-92.8% | $167,518-96.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 13.43% | 21.45%-8.0pp | 21.49%-8.1pp | 478.71%-465.3pp |
| Employer contribution / active EE | $2,003 | $3,337-40.0% | $2,618-23.5% | $4,838-58.6% |
| Participant deferral / active EE | $219 | $4,824-95.5% | $3,923-94.4% | $6,342-96.5% |
| Admin fee / account holder | $225 | $10,032-97.8% | $6,874-96.7% | $12,312-98.2% |