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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 | $7,347 | $102,609-92.8% | $98,090-92.5% | $138,895-94.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 21.29% | 36.44%-15.2pp | 37.05%-15.8pp | 145.39%-124.1pp |
| Employer contribution / active EE | $1,087 | $3,867-71.9% | $3,606-69.9% | $4,194-74.1% |
| Participant deferral / active EE | $1,673 | $8,167-79.5% | $7,845-78.7% | $6,396-73.8% |
| Admin fee / account holder | $26 | $11,434-99.8% | $11,815-99.8% | $12,562-99.8% |