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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 | $2,677 | $73,009-96.3% | $90,760-97.1% | $68,486-96.1% |
| Participation rate | 97.5% | 70.8%+26.7pp | 75.7%+21.8pp | 67.9%+29.6pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,390 | $2,193-36.6% | $2,922-52.4% | $2,597-46.5% |
| Participant deferral / active EE | $1,490 | $3,626-58.9% | $4,565-67.4% | $4,028-63.0% |
| Admin fee / account holder | $51 | $5,896-99.1% | $8,444-99.4% | $5,404-99.1% |