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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 | $5,570 | $65,704-91.5% | $94,229-94.1% | $59,633-90.7% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.61% | 5.22%-5.8pp | 10.68%-11.3pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $1,148 | $2,021-43.2% | $3,587-68.0% | $2,203-47.9% |
| Participant deferral / active EE | $1,327 | $3,143-57.8% | $4,320-69.3% | $3,192-58.4% |
| Admin fee / account holder | $216 | $4,265-94.9% | $6,269-96.6% | $4,297-95.0% |