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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 | $15,496 | $136,307-88.6% | $106,619-85.5% | $273,972-94.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 3.15% | 11.05%-7.9pp | 9.42%-6.3pp | 41.46%-38.3pp |
| Employer contribution / active EE | $3,532 | $5,190-31.9% | $3,947-10.5% | $4,869-27.5% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |