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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 | $2,400 | $87,733-97.3% | $106,555-97.7% | $85,847-97.2% |
| Participation rate | 81.5% | 71.9%+9.5pp | 76.1%+5.3pp | 69.3%+12.2pp |
| Annual return | 0.00% | 21.86%-21.9pp | 26.80%-26.8pp | 318.61%-318.6pp |
| Employer contribution / active EE | $546 | $2,073-73.7% | $2,819-80.6% | $2,565-78.7% |
| Participant deferral / active EE | $585 | $3,469-83.1% | $4,399-86.7% | $3,952-85.2% |
| Admin fee / account holder | $5 | $6,767-99.9% | $7,408-99.9% | $6,261-99.9% |