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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 | $2,433 | $93,617-97.4% | $135,982-98.2% | $75,177-96.8% |
| Participation rate | 83.3% | 75.2%+8.1pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.32%-68.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $1,541 | $3,538-56.4% | $4,859-68.3% | $2,671-42.3% |
| Participant deferral / active EE | $1,130 | $6,406-82.4% | $7,760-85.4% | $4,126-72.6% |
| Admin fee / account holder | $37 | $6,980-99.5% | $10,767-99.7% | $5,651-99.3% |