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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 | $15,859 | $57,352-72.3% | $83,830-81.1% | $64,173-75.3% |
| Participation rate | 96.9% | 68.6%+28.3pp | 76.1%+20.7pp | 69.6%+27.3pp |
| Annual return | 7.81% | 11.38%-3.6pp | 850.97%-843.2pp | 7.63%+0.2pp |
| Employer contribution / active EE | $3,438 | $2,546+35.0% | $3,631-5.3% | $2,381+44.4% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $208 | $4,046-94.9% | $5,479-96.2% | $4,887-95.7% |