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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 | $9,739 | $41,377-76.5% | $109,313-91.1% | $62,881-84.5% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 9.86% | 11.05%-1.2pp | 22.07%-12.2pp | 20.14%-10.3pp |
| Employer contribution / active EE | $2,089 | $1,276+63.7% | $3,892-46.3% | $2,281-8.4% |
| Participant deferral / active EE | $192 | $2,045-90.6% | $3,166-93.9% | $3,203-94.0% |
| Admin fee / account holder | $0 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |