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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 | $107,421-94.6% | $182,262-96.8% | $94,015-93.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 19.49% | 21.32%-1.8pp | 140.60%-121.1pp | 17.84%+1.6pp |
| Employer contribution / active EE | $1,196 | $3,448-65.3% | $5,046-76.3% | $2,790-57.1% |
| Participant deferral / active EE | $1,375 | $6,558-79.0% | $8,276-83.4% | $4,249-67.6% |
| Admin fee / account holder | $257 | $8,692-97.0% | $16,712-98.5% | $8,951-97.1% |