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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 | $10,523 | $88,707-88.1% | $74,184-85.8% | $273,972-96.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.41% | 11.94%-8.5pp | 17.74%-14.3pp | 41.46%-38.0pp |
| Employer contribution / active EE | $3,267 | $3,159+3.4% | $2,370+37.9% | $4,869-32.9% |
| Participant deferral / active EE | $468 | $4,212-88.9% | $3,550-86.8% | $5,287-91.2% |
| Admin fee / account holder | $160 | $8,717-98.2% | $5,586-97.1% | $10,133-98.4% |