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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 | $7,697 | $49,255-84.4% | $70,494-89.1% | $79,856-90.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 16.13% | 30.10%-14.0pp | 109.16%-93.0pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,148 | $2,100-45.3% | $2,738-58.1% | $2,471-53.5% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $181 | $2,879-93.7% | $3,848-95.3% | $5,306-96.6% |