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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 | $6,358 | $81,331-92.2% | $155,534-95.9% | $80,935-92.1% |
| Participation rate | 91.1% | 66.3%+24.9pp | 78.2%+12.9pp | 67.7%+23.4pp |
| Annual return | 0.00% | 33.37%-33.4pp | 64.92%-64.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $2,815 | $3,105-9.3% | $4,675-39.8% | $2,757+2.1% |
| Participant deferral / active EE | $616 | $3,454-82.2% | $5,630-89.1% | $4,299-85.7% |
| Admin fee / account holder | $0 | $7,999-100.0% | $15,900-100.0% | $6,924-100.0% |