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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 | $18,571 | $136,860-86.4% | $120,344-84.6% | $154,746-88.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 11.38% | 21.38%-10.0pp | 20.30%-8.9pp | 172.34%-161.0pp |
| Employer contribution / active EE | $1,904 | $3,533-46.1% | $3,020-37.0% | $4,379-56.5% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $249 | $15,393-98.4% | $12,742-98.0% | $14,365-98.3% |