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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 | $4,273 | $49,025-91.3% | $87,502-95.1% | $62,881-93.2% |
| Participation rate | 96.4% | 64.9%+31.5pp | 73.8%+22.6pp | 69.3%+27.1pp |
| Annual return | 7.92% | 10.02%-2.1pp | 12.21%-4.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $566 | $1,372-58.8% | $2,550-77.8% | $2,281-75.2% |
| Participant deferral / active EE | $488 | $2,289-78.7% | $3,149-84.5% | $3,203-84.8% |
| Admin fee / account holder | $6 | $4,065-99.9% | $4,221-99.9% | $4,296-99.9% |