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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 | $13,120 | $52,306-74.9% | $69,779-81.2% | $62,881-79.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 5.69% | 13.35%-7.7pp | 12.99%-7.3pp | 20.14%-14.5pp |
| Employer contribution / active EE | $6,525 | $1,799+262.7% | $2,338+179.0% | $2,281+186.1% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $38 | $3,691-99.0% | $4,381-99.1% | $4,296-99.1% |