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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 | $5,515 | $50,643-89.1% | $106,619-94.8% | $55,167-90.0% |
| Participation rate | 78.8% | 65.6%+13.2pp | 78.0%+0.8pp | 69.0%+9.8pp |
| Annual return | 0.00% | 7.02%-7.0pp | 9.42%-9.4pp | 169.23%-169.2pp |
| Employer contribution / active EE | $703 | $1,626-56.8% | $3,947-82.2% | $1,963-64.2% |
| Participant deferral / active EE | $778 | $2,208-64.8% | $3,930-80.2% | $3,054-74.5% |
| Admin fee / account holder | $0 | $488-100.0% | $6,418-100.0% | $504-100.0% |