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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 | $3,878 | $78,670-95.1% | $109,173-96.4% | $85,847-95.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.8pp | 318.61%-318.6pp |
| Employer contribution / active EE | $3,079 | $2,734+12.6% | $3,723-17.3% | $2,565+20.0% |
| Participant deferral / active EE | $1,196 | $3,467-65.5% | $4,654-74.3% | $3,952-69.7% |
| Admin fee / account holder | $35 | $5,469-99.4% | $6,755-99.5% | $6,261-99.4% |