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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 | $21,827 | $169,910-87.2% | $158,640-86.2% | $248,183-91.2% |
| Participation rate | 95.2% | 35.4%+59.8pp | 22.2%+73.0pp | 45.9%+49.3pp |
| Annual return | 0.00% | 9.33%-9.3pp | 10.66%-10.7pp | 10.21%-10.2pp |
| Employer contribution / active EE | $20,788 | $36,456-43.0% | $30,880-32.7% | $42,272-50.8% |
| Participant deferral / active EE | $0 | $49-100.0% | $65-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,630-100.0% | $1,478-100.0% | $13,518-100.0% |