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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 | $11,165 | $61,660-81.9% | $80,022-86.0% | $64,173-82.6% |
| Participation rate | 80.8% | 71.7%+9.1pp | 75.8%+4.9pp | 69.6%+11.2pp |
| Annual return | -3.66% | -0.33%-3.3pp | 11.22%-14.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,480 | $1,810-18.3% | $2,468-40.1% | $2,381-37.9% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,417-100.0% | $6,521-100.0% | $4,887-100.0% |