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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 | $8,811 | $69,977-87.4% | $108,582-91.9% | $62,881-86.0% |
| Participation rate | 96.4% | 72.9%+23.5pp | 79.6%+16.9pp | 69.3%+27.1pp |
| Annual return | 9.32% | 10.73%-1.4pp | -51.70%+61.0pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,807 | $2,135-15.4% | $3,758-51.9% | $2,281-20.8% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $66 | $5,076-98.7% | $7,645-99.1% | $4,296-98.5% |