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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 | $8,195 | $90,486-90.9% | $78,676-89.6% | $273,972-97.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.15% | 75.62%-69.5pp | 62.19%-56.0pp | 41.46%-35.3pp |
| Employer contribution / active EE | $2,130 | $3,175-32.9% | $2,850-25.3% | $4,869-56.3% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $168 | $5,263-96.8% | $4,510-96.3% | $10,133-98.3% |