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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 | $15,582 | $72,492-78.5% | $87,104-82.1% | $72,975-78.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.63% | 24.46%-7.8pp | 28.19%-11.6pp | 81.01%-64.4pp |
| Employer contribution / active EE | $755 | $1,894-60.1% | $2,521-70.1% | $2,440-69.1% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $226 | $5,055-95.5% | $7,491-97.0% | $5,124-95.6% |