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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 | $15,482 | $149,741-89.7% | $118,914-87.0% | $158,982-90.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 14.95% | 19.94%-5.0pp | 35.89%-20.9pp | 302.99%-288.0pp |
| Employer contribution / active EE | $0 | $4,119-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,232 | $5,226-76.4% | $4,266-71.1% | $5,983-79.4% |
| Admin fee / account holder | $273 | $8,607-96.8% | $6,582-95.8% | $11,252-97.6% |