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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 | $2,297 | $69,444-96.7% | $92,985-97.5% | $87,485-97.4% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.9%+31.1pp |
| Annual return | 15.29% | 23.85%-8.6pp | 27.99%-12.7pp | 26.06%-10.8pp |
| Employer contribution / active EE | $2,131 | $1,917+11.2% | $2,662-20.0% | $2,596-17.9% |
| Participant deferral / active EE | $0 | $3,364-100.0% | $4,377-100.0% | $4,274-100.0% |
| Admin fee / account holder | $275 | $6,137-95.5% | $9,463-97.1% | $7,775-96.5% |