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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 | $1,694 | $45,079-96.2% | $69,461-97.6% | $72,983-97.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 7.51% | 22.65%-15.1pp | 28.97%-21.5pp | 81.01%-73.5pp |
| Employer contribution / active EE | $543 | $2,055-73.6% | $2,779-80.5% | $2,440-77.8% |
| Participant deferral / active EE | $666 | $2,603-74.4% | $3,536-81.2% | $3,608-81.5% |
| Admin fee / account holder | $47 | $3,056-98.5% | $3,840-98.8% | $5,124-99.1% |