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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 | $7,531 | $48,364-84.4% | $71,796-89.5% | $62,881-88.0% |
| Participation rate | 82.5% | 60.6%+21.9pp | 69.1%+13.4pp | 69.3%+13.2pp |
| Annual return | 9.01% | 13.16%-4.1pp | 78.04%-69.0pp | 20.14%-11.1pp |
| Employer contribution / active EE | $2,126 | $1,042+104.1% | $1,924+10.5% | $2,281-6.8% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |