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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 | $7,480 | $73,848-89.9% | $143,799-94.8% | $68,486-89.1% |
| Participation rate | 91.8% | 66.7%+25.1pp | 80.3%+11.4pp | 67.9%+23.9pp |
| Annual return | -17.84% | 0.91%-18.8pp | -0.04%-17.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $1,247 | $3,184-60.9% | $4,952-74.8% | $2,597-52.0% |
| Participant deferral / active EE | $375 | $3,385-88.9% | $5,638-93.3% | $4,028-90.7% |
| Admin fee / account holder | $243 | $5,755-95.8% | $14,677-98.3% | $5,404-95.5% |