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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 | $4,535 | $115,903-96.1% | $100,528-95.5% | $158,966-97.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 28.45% | 34.80%-6.4pp | 30.90%-2.5pp | 302.95%-274.5pp |
| Employer contribution / active EE | $2,258 | $4,105-45.0% | $3,419-34.0% | $4,762-52.6% |
| Participant deferral / active EE | $1,601 | $6,677-76.0% | $6,271-74.5% | $5,983-73.2% |
| Admin fee / account holder | $85 | $11,000-99.2% | $8,084-99.0% | $11,250-99.2% |