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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 | $1,298 | $45,087-97.1% | $69,483-98.1% | $72,976-98.2% |
| Participation rate | 97.5% | 68.5%+29.0pp | 74.6%+22.9pp | 69.5%+28.0pp |
| Annual return | 0.00% | 22.67%-22.7pp | 28.99%-29.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $554 | $2,055-73.0% | $2,780-80.1% | $2,440-77.3% |
| Participant deferral / active EE | $690 | $2,603-73.5% | $3,537-80.5% | $3,608-80.9% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,841-100.0% | $5,124-100.0% |