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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 | $7,048 | $60,349-88.3% | $74,184-90.5% | $62,881-88.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 10.58% | 21.38%-10.8pp | 17.74%-7.2pp | 20.14%-9.6pp |
| Employer contribution / active EE | $3,467 | $1,680+106.3% | $2,370+46.3% | $2,281+52.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $233 | $4,261-94.5% | $5,586-95.8% | $4,296-94.6% |