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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 | $5,481 | $87,733-93.8% | $106,551-94.9% | $85,856-93.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 12.18% | 21.86%-9.7pp | 26.80%-14.6pp | 318.58%-306.4pp |
| Employer contribution / active EE | $506 | $2,073-75.6% | $2,819-82.1% | $2,565-80.3% |
| Participant deferral / active EE | $543 | $3,469-84.4% | $4,398-87.7% | $3,952-86.3% |
| Admin fee / account holder | $253 | $6,767-96.3% | $7,408-96.6% | $6,261-96.0% |