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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 | $6,551 | $43,344-84.9% | $59,899-89.1% | $64,173-89.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 5.51% | -1.55%+7.1pp | 3.46%+2.1pp | 7.63%-2.1pp |
| Employer contribution / active EE | $801 | $2,030-60.5% | $2,723-70.6% | $2,381-66.4% |
| Participant deferral / active EE | $573 | $2,547-77.5% | $3,402-83.2% | $3,470-83.5% |
| Admin fee / account holder | $247 | $3,008-91.8% | $3,592-93.1% | $4,887-95.0% |