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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 | $2,870 | $101,752-97.2% | $164,928-98.3% | $80,911-96.5% |
| Participation rate | 88.0% | 71.8%+16.2pp | 78.6%+9.4pp | 67.6%+20.4pp |
| Annual return | 0.00% | 16.73%-16.7pp | 70.08%-70.1pp | 35.63%-35.6pp |
| Employer contribution / active EE | $869 | $2,953-70.6% | $4,343-80.0% | $2,756-68.5% |
| Participant deferral / active EE | $1,826 | $4,477-59.2% | $6,034-69.7% | $4,297-57.5% |
| Admin fee / account holder | $53 | $8,218-99.4% | $12,684-99.6% | $6,935-99.2% |