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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 | $5,218 | $53,128-90.2% | $86,582-94.0% | $70,126-92.6% |
| Participation rate | 81.8% | 65.3%+16.5pp | 73.5%+8.3pp | 69.5%+12.3pp |
| Annual return | 29.35% | 27.66%+1.7pp | 965.08%-935.7pp | 73.15%-43.8pp |
| Employer contribution / active EE | $1,101 | $2,068-46.8% | $2,839-61.2% | $2,343-53.0% |
| Participant deferral / active EE | $619 | $2,695-77.0% | $3,609-82.8% | $3,332-81.4% |
| Admin fee / account holder | $125 | $3,584-96.5% | $4,904-97.5% | $4,645-97.3% |