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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 | $24,281 | $132,820-81.7% | $203,445-88.1% | $132,820-81.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 76.8%+23.2pp | 74.3%+25.7pp |
| Annual return | 14.23% | 14.82%-0.6pp | -5.67%+19.9pp | 14.82%-0.6pp |
| Employer contribution / active EE | $758 | $4,144-81.7% | $4,770-84.1% | $4,144-81.7% |
| Participant deferral / active EE | $0 | $3,980-100.0% | $3,908-100.0% | $3,980-100.0% |
| Admin fee / account holder | $145 | $11,722-98.8% | $14,231-99.0% | $11,722-98.8% |