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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 | $13,165 | $46,877-71.9% | $122,354-89.2% | $70,126-81.2% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 14.32% | 24.22%-9.9pp | 30.28%-16.0pp | 73.15%-58.8pp |
| Employer contribution / active EE | $2,376 | $1,288+84.4% | $4,051-41.4% | $2,343+1.4% |
| Participant deferral / active EE | $181 | $2,167-91.6% | $3,287-94.5% | $3,332-94.6% |
| Admin fee / account holder | $286 | $3,324-91.4% | $5,479-94.8% | $4,645-93.8% |