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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 | $2,701 | $54,757-95.1% | $90,304-97.0% | $72,975-96.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.75% | 30.63%-9.9pp | 78.13%-57.4pp | 81.01%-60.3pp |
| Employer contribution / active EE | $692 | $2,093-66.9% | $2,855-75.7% | $2,440-71.6% |
| Participant deferral / active EE | $725 | $2,887-74.9% | $3,885-81.3% | $3,608-79.9% |
| Admin fee / account holder | $18 | $3,973-99.6% | $5,354-99.7% | $5,124-99.7% |