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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 | $1,559 | $153,311-99.0% | $109,313-98.6% | $273,972-99.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 2.88% | 29.86%-27.0pp | 22.07%-19.2pp | 41.46%-38.6pp |
| Employer contribution / active EE | $851 | $5,619-84.9% | $3,892-78.1% | $4,869-82.5% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9 | $8,076-99.9% | $5,666-99.8% | $10,133-99.9% |