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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 | $13,495 | $77,962-82.7% | $178,540-92.4% | $80,935-83.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 13.02% | 18.10%-5.1pp | 27.15%-14.1pp | 35.66%-22.6pp |
| Employer contribution / active EE | $4,596 | $2,280+101.5% | $3,953+16.3% | $2,757+66.7% |
| Participant deferral / active EE | $0 | $4,404-100.0% | $6,281-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7 | $7,156-99.9% | $10,424-99.9% | $6,924-99.9% |