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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 | $4,793 | $88,360-94.6% | $145,433-96.7% | $67,986-93.0% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 21.12% | 63.15%-42.0pp | 66.58%-45.5pp | 31.67%-10.5pp |
| Employer contribution / active EE | $1,191 | $3,054-61.0% | $4,554-73.8% | $2,019-41.0% |
| Participant deferral / active EE | $1,280 | $5,932-78.4% | $7,897-83.8% | $3,358-61.9% |
| Admin fee / account holder | $136 | $3,313-95.9% | $13,129-99.0% | $3,203-95.8% |