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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 | $14,364 | $64,719-77.8% | $112,249-87.2% | $68,486-79.0% |
| Participation rate | 98.0% | 67.2%+30.8pp | 75.1%+22.9pp | 67.9%+30.1pp |
| Annual return | 3.04% | -11.40%+14.4pp | 27.48%-24.4pp | -7.85%+10.9pp |
| Employer contribution / active EE | $1,414 | $2,747-48.5% | $3,636-61.1% | $2,597-45.6% |
| Participant deferral / active EE | $287 | $3,565-92.0% | $4,729-93.9% | $4,028-92.9% |
| Admin fee / account holder | $173 | $5,232-96.7% | $6,412-97.3% | $5,404-96.8% |