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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 | $8,544 | $84,518-89.9% | $67,704-87.4% | $125,389-93.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.58% | 2.57%-2.0pp | 25.41%-24.8pp | 282.24%-281.7pp |
| Employer contribution / active EE | $3,456 | $3,292+5.0% | $2,559+35.0% | $4,866-29.0% |
| Participant deferral / active EE | $0 | $4,430-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $34 | $5,340-99.4% | $4,255-99.2% | $9,541-99.6% |