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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 | $6,742 | $112,729-94.0% | $98,716-93.2% | $137,256-95.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.63% | 38.48%-16.8pp | 31.81%-10.2pp | 220.34%-198.7pp |
| Employer contribution / active EE | $994 | $2,725-63.5% | $2,279-56.4% | $4,156-76.1% |
| Participant deferral / active EE | $544 | $4,640-88.3% | $4,048-86.6% | $6,407-91.5% |
| Admin fee / account holder | $12 | $10,129-99.9% | $8,703-99.9% | $12,270-99.9% |