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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 | $14,058 | $117,444-88.0% | $99,479-85.9% | $152,909-90.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 11.27% | 31.87%-20.6pp | 30.72%-19.4pp | 345.46%-334.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $568 | $4,086-86.1% | $3,619-84.3% | $5,851-90.3% |
| Admin fee / account holder | $208 | $7,635-97.3% | $6,253-96.7% | $11,601-98.2% |