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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 | $77,460-90.3% | $100,378-92.5% | $80,925-90.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 13.87% | 37.24%-23.4pp | 49.41%-35.5pp | 35.65%-21.8pp |
| Employer contribution / active EE | $1,155 | $2,801-58.8% | $3,942-70.7% | $2,756-58.1% |
| Participant deferral / active EE | $2,309 | $6,818-66.1% | $8,087-71.4% | $4,299-46.3% |
| Admin fee / account holder | $231 | $5,887-96.1% | $7,899-97.1% | $6,940-96.7% |