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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 | $58,627-96.1% | $76,735-97.0% | $82,448-97.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 15.29% | 39.10%-23.8pp | 29.77%-14.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,131 | $1,729+23.2% | $2,454-13.2% | $2,551-16.5% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $275 | $5,323-94.8% | $7,189-96.2% | $7,234-96.2% |