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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 | $7,452 | $39,132-81.0% | $57,196-87.0% | $62,881-88.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 3.33% | 9.24%-5.9pp | 14.59%-11.3pp | 20.14%-16.8pp |
| Employer contribution / active EE | $1,122 | $1,874-40.1% | $2,683-58.2% | $2,281-50.8% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $153 | $2,594-94.1% | $3,141-95.1% | $4,296-96.4% |