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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 | $2,984 | $71,878-95.8% | $86,698-96.6% | $68,486-95.6% |
| Participation rate | 77.4% | 72.2%+5.2pp | 76.6%+0.8pp | 67.9%+9.5pp |
| Annual return | 0.00% | 3.53%-3.5pp | 35.95%-35.9pp | -7.85%+7.9pp |
| Employer contribution / active EE | $724 | $2,173-66.7% | $2,837-74.5% | $2,597-72.1% |
| Participant deferral / active EE | $1,647 | $3,779-56.4% | $4,656-64.6% | $4,028-59.1% |
| Admin fee / account holder | $0 | $6,113-100.0% | $7,493-100.0% | $5,404-100.0% |