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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 | $106,524-94.5% | $152,301-96.2% | $87,485-93.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 19.49% | 26.89%-7.4pp | 80.50%-61.0pp | 26.06%-6.6pp |
| Employer contribution / active EE | $1,196 | $3,371-64.5% | $4,624-74.1% | $2,596-53.9% |
| Participant deferral / active EE | $1,375 | $6,525-78.9% | $8,004-82.8% | $4,274-67.8% |
| Admin fee / account holder | $257 | $8,287-96.9% | $14,398-98.2% | $7,775-96.7% |