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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 | $2,188 | $72,486-97.0% | $87,103-97.5% | $72,976-97.0% |
| Participation rate | 89.3% | 72.8%+16.5pp | 76.9%+12.4pp | 69.5%+19.8pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $542 | $1,894-71.4% | $2,521-78.5% | $2,440-77.8% |
| Participant deferral / active EE | $1,364 | $3,270-58.3% | $4,049-66.3% | $3,608-62.2% |
| Admin fee / account holder | $26 | $5,055-99.5% | $7,491-99.7% | $5,124-99.5% |