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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 | $19,669 | $15,875+23.9% | $209,859-90.6% | $52,729-62.7% |
| Participation rate | 100.0% | 50.0%+50.0pp | 42.7%+57.3pp | 12.6%+87.4pp |
| Annual return | 1.72% | 3.12%-1.4pp | 4.16%-2.4pp | 4.56%-2.8pp |
| Employer contribution / active EE | $6,815 | $10,957-37.8% | $29,966-77.3% | $15,526-56.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $13,952-100.0% | $1,711-100.0% |