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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 | $9,477 | $107,421-91.2% | $182,262-94.8% | $94,015-89.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 14.72% | 21.32%-6.6pp | 140.60%-125.9pp | 17.84%-3.1pp |
| Employer contribution / active EE | $3,499 | $3,448+1.5% | $5,046-30.7% | $2,790+25.4% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $77 | $8,692-99.1% | $16,712-99.5% | $8,951-99.1% |