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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 | $625 | $81,504-99.2% | $102,437-99.4% | $80,959-99.2% |
| Participation rate | 92.9% | 66.9%+26.1pp | 74.5%+18.4pp | 67.7%+25.3pp |
| Annual return | 0.00% | 25.60%-25.6pp | 24.95%-24.9pp | 35.67%-35.7pp |
| Employer contribution / active EE | $1,036 | $3,104-66.6% | $3,871-73.2% | $2,757-62.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $78 | $6,719-98.8% | $8,388-99.1% | $6,925-98.9% |