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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 | $13,993 | $58,828-76.2% | $78,002-82.1% | $62,881-77.7% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 8.19% | 17.16%-9.0pp | 425.99%-417.8pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,671 | $1,6720% | $2,470-32.4% | $2,281-26.7% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $123 | $4,393-97.2% | $5,481-97.8% | $4,296-97.1% |