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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 | $7,075 | $69,977-89.9% | $108,582-93.5% | $62,881-88.7% |
| Participation rate | 95.8% | 72.9%+22.9pp | 79.6%+16.2pp | 69.3%+26.5pp |
| Annual return | 6.92% | 10.73%-3.8pp | -51.70%+58.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,652 | $2,135+71.0% | $3,758-2.8% | $2,281+60.1% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $22 | $5,076-99.6% | $7,645-99.7% | $4,296-99.5% |