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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 | $10,552 | $76,371-86.2% | $93,621-88.7% | $72,975-85.5% |
| Participation rate | 97.6% | 71.8%+25.9pp | 75.8%+21.8pp | 69.5%+28.1pp |
| Annual return | 23.51% | 25.82%-2.3pp | 32.76%-9.3pp | 81.01%-57.5pp |
| Employer contribution / active EE | $1,786 | $2,276-21.5% | $2,719-34.3% | $2,440-26.8% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $50 | $6,839-99.3% | $7,890-99.4% | $5,124-99.0% |