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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 | $4,604 | $56,894-91.9% | $84,753-94.6% | $62,881-92.7% |
| Participation rate | 88.0% | 68.5%+19.5pp | 76.6%+11.4pp | 69.3%+18.7pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $4,386 | $2,400+82.8% | $3,574+22.7% | $2,281+92.3% |
| Participant deferral / active EE | $37 | $2,709-98.6% | $3,712-99.0% | $3,203-98.8% |
| Admin fee / account holder | $128 | $3,581-96.4% | $5,333-97.6% | $4,296-97.0% |