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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 | $3,601 | $76,107-95.3% | $96,576-96.3% | $71,495-95.0% |
| Participation rate | 71.2% | 74.4%-3.2pp | 76.0%-4.8pp | 67.9%+3.3pp |
| Annual return | 0.00% | 22.81%-22.8pp | 25.87%-25.9pp | 28.85%-28.9pp |
| Employer contribution / active EE | $841 | $2,247-62.6% | $2,965-71.6% | $2,589-67.5% |
| Participant deferral / active EE | $1,712 | $4,218-59.4% | $4,851-64.7% | $4,291-60.1% |
| Admin fee / account holder | $32 | $2,708-98.8% | $8,253-99.6% | $1,588-98.0% |