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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 | $5,833 | $106,749-94.5% | $145,433-96.0% | $82,448-92.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.49% | 27.59%-8.1pp | 66.58%-47.1pp | 41.64%-22.1pp |
| Employer contribution / active EE | $1,196 | $3,444-65.3% | $4,554-73.7% | $2,551-53.1% |
| Participant deferral / active EE | $1,375 | $6,519-78.9% | $7,897-82.6% | $4,139-66.8% |
| Admin fee / account holder | $257 | $8,390-96.9% | $13,129-98.0% | $7,234-96.5% |