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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 | $99,875-94.2% | $146,866-96.0% | $86,983-93.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.49% | 28.10%-8.6pp | 102.85%-83.4pp | 25.83%-6.3pp |
| Employer contribution / active EE | $1,196 | $3,224-62.9% | $4,425-73.0% | $2,584-53.7% |
| Participant deferral / active EE | $1,375 | $6,322-78.3% | $7,759-82.3% | $4,194-67.2% |
| Admin fee / account holder | $257 | $7,838-96.7% | $13,620-98.1% | $7,856-96.7% |