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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 | $6,514 | $93,598-93.0% | $135,974-95.2% | $75,173-91.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.02% | 30.89%-5.9pp | 68.30%-43.3pp | 160.72%-135.7pp |
| Employer contribution / active EE | $867 | $3,538-75.5% | $4,859-82.2% | $2,671-67.6% |
| Participant deferral / active EE | $1,829 | $6,405-71.4% | $7,760-76.4% | $4,126-55.7% |
| Admin fee / account holder | $54 | $6,978-99.2% | $10,767-99.5% | $5,651-99.0% |