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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 | $3,946 | $93,617-95.8% | $135,982-97.1% | $75,177-94.8% |
| Participation rate | 72.7% | 75.2%-2.5pp | 81.9%-9.2pp | 67.2%+5.5pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.32%-68.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $1,186 | $3,538-66.5% | $4,859-75.6% | $2,671-55.6% |
| Participant deferral / active EE | $1,805 | $6,406-71.8% | $7,760-76.7% | $4,126-56.3% |
| Admin fee / account holder | $28 | $6,980-99.6% | $10,767-99.7% | $5,651-99.5% |