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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 | $2,786 | $110,379-97.5% | $102,412-97.3% | $145,884-98.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.67% | 24.84%-7.2pp | 24.94%-7.3pp | 551.85%-534.2pp |
| Employer contribution / active EE | $1,666 | $4,216-60.5% | $3,870-56.9% | $4,662-64.3% |
| Participant deferral / active EE | $1,241 | $5,622-77.9% | $5,060-75.5% | $6,690-81.5% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |