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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 | $15,080 | $167,522-91.0% | $151,639-90.1% | $134,532-88.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 1.19% | 7.81%-6.6pp | 3.34%-2.1pp | 418.27%-417.1pp |
| Employer contribution / active EE | $3,881 | $6,828-43.2% | $6,165-37.1% | $4,741-18.1% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |