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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 | $3,626 | $48,078-92.5% | $78,676-95.4% | $62,881-94.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.95% | 31.36%-24.4pp | 62.19%-55.2pp | 20.14%-13.2pp |
| Employer contribution / active EE | $645 | $2,015-68.0% | $2,850-77.4% | $2,281-71.7% |
| Participant deferral / active EE | $715 | $2,587-72.4% | $3,517-79.7% | $3,203-77.7% |
| Admin fee / account holder | $266 | $3,206-91.7% | $4,510-94.1% | $4,296-93.8% |