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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 | $3,049 | $54,368-94.4% | $117,039-97.4% | $62,293-95.1% |
| Participation rate | 99.3% | 64.9%+34.4pp | 77.2%+22.1pp | 69.5%+29.8pp |
| Annual return | 0.00% | 21.77%-21.8pp | 18.95%-18.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $1,692-100.0% | $3,785-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $796 | $2,269-64.9% | $3,929-79.8% | $3,169-74.9% |
| Admin fee / account holder | $2 | $493-99.6% | $5,974-100.0% | $479-99.6% |