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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 | $12,188 | $77,817-84.3% | $123,553-90.1% | $64,173-81.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 2.25% | 12.49%-10.2pp | 119.21%-117.0pp | 7.63%-5.4pp |
| Employer contribution / active EE | $760 | $3,014-74.8% | $4,628-83.6% | $2,381-68.1% |
| Participant deferral / active EE | $1,027 | $5,240-80.4% | $6,426-84.0% | $3,470-70.4% |
| Admin fee / account holder | $194 | $5,519-96.5% | $9,284-97.9% | $4,887-96.0% |