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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 | $15,785 | $86,701-81.8% | $73,309-78.5% | $125,389-87.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 74.9%+0.1pp | 83.2%-8.2pp |
| Annual return | 0.18% | 2.78%-2.6pp | 5.67%-5.5pp | 282.24%-282.1pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $487 | $5,549-91.2% | $4,991-90.2% | $5,352-90.9% |
| Admin fee / account holder | $206 | $7,768-97.4% | $5,635-96.4% | $9,541-97.8% |