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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 | $8,912 | $43,344-79.4% | $59,899-85.1% | $64,173-86.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 10.63% | -1.55%+12.2pp | 3.46%+7.2pp | 7.63%+3.0pp |
| Employer contribution / active EE | $1,002 | $2,030-50.6% | $2,723-63.2% | $2,381-57.9% |
| Participant deferral / active EE | $192 | $2,547-92.5% | $3,402-94.4% | $3,470-94.5% |
| Admin fee / account holder | $209 | $3,008-93.1% | $3,592-94.2% | $4,887-95.7% |