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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 | $21,885 | $110,137-80.1% | $161,149-86.4% | $82,637-73.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 17.59% | 20.69%-3.1pp | 21.16%-3.6pp | 53.51%-35.9pp |
| Employer contribution / active EE | $2,632 | $2,856-7.9% | $4,360-39.6% | $2,552+3.1% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $52 | $9,467-99.4% | $15,194-99.7% | $7,339-99.3% |