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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 | $106,524-91.1% | $152,301-93.8% | $87,485-89.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 14.72% | 26.89%-12.2pp | 80.50%-65.8pp | 26.06%-11.3pp |
| Employer contribution / active EE | $3,499 | $3,371+3.8% | $4,624-24.3% | $2,596+34.8% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $77 | $8,287-99.1% | $14,398-99.5% | $7,775-99.0% |