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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 | $11,603 | $136,307-91.5% | $106,619-89.1% | $273,972-95.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 7.92% | 11.05%-3.1pp | 9.42%-1.5pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,319 | $5,190-74.6% | $3,947-66.6% | $4,869-72.9% |
| Participant deferral / active EE | $279 | $4,969-94.4% | $3,930-92.9% | $5,287-94.7% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |