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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 | $12,870 | $53,127-75.8% | $86,597-85.1% | $70,131-81.6% |
| Participation rate | 96.3% | 65.3%+31.0pp | 73.5%+22.7pp | 69.5%+26.8pp |
| Annual return | 18.05% | 27.66%-9.6pp | 964.96%-946.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $2,329 | $2,068+12.6% | $2,840-18.0% | $2,342-0.6% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $29 | $3,585-99.2% | $4,906-99.4% | $4,645-99.4% |