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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 | $8,250 | $96,956-91.5% | $69,779-88.2% | $273,972-97.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 4.74% | 12.93%-8.2pp | 12.99%-8.2pp | 41.46%-36.7pp |
| Employer contribution / active EE | $1,184 | $3,316-64.3% | $2,338-49.4% | $4,869-75.7% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $179 | $7,934-97.7% | $4,381-95.9% | $10,133-98.2% |