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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 | $6,844 | $53,596-87.2% | $90,655-92.5% | $64,181-89.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -7.85% | 4.41%-12.3pp | 1.89%-9.7pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,731 | $1,503+15.2% | $2,532-31.6% | $2,381-27.3% |
| Participant deferral / active EE | $339 | $2,459-86.2% | $3,425-90.1% | $3,470-90.2% |
| Admin fee / account holder | $218 | $3,868-94.4% | $4,994-95.6% | $4,887-95.5% |