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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 | $20,479 | $110,137-81.4% | $161,149-87.3% | $82,637-75.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 14.36% | 20.69%-6.3pp | 21.16%-6.8pp | 53.51%-39.1pp |
| Employer contribution / active EE | $8,482 | $2,856+197.0% | $4,360+94.5% | $2,552+232.3% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $9,467-100.0% | $15,194-100.0% | $7,339-100.0% |