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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 | $7,506 | $77,523-90.3% | $100,383-92.5% | $80,874-90.7% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 13.87% | 37.21%-23.3pp | 49.26%-35.4pp | 35.62%-21.7pp |
| Employer contribution / active EE | $1,155 | $2,801-58.8% | $3,944-70.7% | $2,756-58.1% |
| Participant deferral / active EE | $2,309 | $6,822-66.1% | $8,086-71.4% | $4,297-46.3% |
| Admin fee / account holder | $231 | $5,899-96.1% | $7,900-97.1% | $6,935-96.7% |