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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 | $7,248 | $54,757-86.8% | $90,300-92.0% | $72,983-90.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 22.94% | 30.63%-7.7pp | 78.11%-55.2pp | 81.01%-58.1pp |
| Employer contribution / active EE | $415 | $2,092-80.2% | $2,854-85.5% | $2,440-83.0% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,884-100.0% | $3,608-100.0% |
| Admin fee / account holder | $14 | $3,972-99.7% | $5,353-99.7% | $5,124-99.7% |