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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 | $848 | $56,484-98.5% | $169,452-99.5% | $64,173-98.7% |
| Participation rate | 80.8% | 64.5%+16.2pp | 77.8%+3.0pp | 69.6%+11.2pp |
| Annual return | 0.00% | -1.55%+1.6pp | 1.83%-1.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $314 | $1,832-82.8% | $4,157-92.4% | $2,381-86.8% |
| Participant deferral / active EE | $405 | $3,448-88.2% | $5,277-92.3% | $3,470-88.3% |
| Admin fee / account holder | $0 | $4,174-100.0% | $9,110-100.0% | $4,887-100.0% |