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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 | $3,373 | $51,708-93.5% | $106,619-96.8% | $62,881-94.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 9.84% | 4.69%+5.1pp | 9.42%+0.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $1,179 | $1,764-33.1% | $3,947-70.1% | $2,281-48.3% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $99 | $3,349-97.0% | $6,418-98.5% | $4,296-97.7% |