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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 | $9,738 | $60,349-83.9% | $74,184-86.9% | $62,881-84.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.77% | 21.38%-16.6pp | 17.74%-13.0pp | 20.14%-15.4pp |
| Employer contribution / active EE | $429 | $1,680-74.5% | $2,370-81.9% | $2,281-81.2% |
| Participant deferral / active EE | $117 | $2,856-95.9% | $3,550-96.7% | $3,203-96.4% |
| Admin fee / account holder | $136 | $4,261-96.8% | $5,586-97.6% | $4,296-96.8% |