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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 | $9,359 | $45,082-79.2% | $69,464-86.5% | $72,975-87.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 16.79% | 22.66%-5.9pp | 28.98%-12.2pp | 81.01%-64.2pp |
| Employer contribution / active EE | $1,042 | $2,055-49.3% | $2,779-62.5% | $2,440-57.3% |
| Participant deferral / active EE | $338 | $2,604-87.0% | $3,536-90.5% | $3,608-90.6% |
| Admin fee / account holder | $284 | $3,057-90.7% | $3,840-92.6% | $5,124-94.4% |