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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 | $22,440 | $167,415-86.6% | $140,514-84.0% | $198,609-88.7% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 3.56% | 13.85%-10.3pp | 14.36%-10.8pp | 202.70%-199.1pp |
| Employer contribution / active EE | $10,505 | $4,088+157.0% | $3,378+211.0% | $5,055+107.8% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $111 | $16,730-99.3% | $13,697-99.2% | $19,030-99.4% |