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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 | $14,967 | $101,778-85.3% | $164,975-90.9% | $80,925-81.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 10.94% | 16.73%-5.8pp | 70.12%-59.2pp | 35.65%-24.7pp |
| Employer contribution / active EE | $2,061 | $2,954-30.2% | $4,343-52.5% | $2,756-25.2% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $174 | $8,221-97.9% | $12,688-98.6% | $6,940-97.5% |