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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 | $59,440-96.1% | $78,004-97.1% | $82,637-97.2% |
| Participation rate | 100.0% | 62.8%+37.2pp | 69.4%+30.6pp | 68.1%+31.9pp |
| Annual return | 15.29% | 40.24%-25.0pp | 31.07%-15.8pp | 53.51%-38.2pp |
| Employer contribution / active EE | $2,131 | $1,750+21.7% | $2,469-13.7% | $2,552-16.5% |
| Participant deferral / active EE | $0 | $3,138-100.0% | $4,092-100.0% | $4,126-100.0% |
| Admin fee / account holder | $275 | $5,504-95.0% | $7,578-96.4% | $7,339-96.3% |