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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 | $13,485 | $57,352-76.5% | $83,831-83.9% | $64,173-79.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 2.19% | 11.38%-9.2pp | 850.99%-848.8pp | 7.63%-5.4pp |
| Employer contribution / active EE | $1,452 | $2,546-42.9% | $3,631-60.0% | $2,381-39.0% |
| Participant deferral / active EE | $185 | $2,993-93.8% | $4,082-95.5% | $3,470-94.7% |
| Admin fee / account holder | $294 | $4,046-92.7% | $5,479-94.6% | $4,887-94.0% |