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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 | $20,074 | $62,583-67.9% | $76,767-73.9% | $64,173-68.7% |
| Participation rate | 97.4% | 72.8%+24.6pp | 77.0%+20.5pp | 69.6%+27.9pp |
| Annual return | -2.21% | -1.95%-0.3pp | 2.43%-4.6pp | 7.63%-9.8pp |
| Employer contribution / active EE | $4,815 | $1,832+162.8% | $2,485+93.7% | $2,381+102.2% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $133 | $4,667-97.1% | $6,675-98.0% | $4,887-97.3% |