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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 | $4,588 | $70,486-93.5% | $100,535-95.4% | $79,856-94.3% |
| Participation rate | 70.4% | 73.6%-3.3pp | 79.4%-9.0pp | 69.6%+0.7pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.90%-30.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $915 | $2,165-57.7% | $3,419-73.2% | $2,471-63.0% |
| Participant deferral / active EE | $2,064 | $5,182-60.2% | $6,271-67.1% | $3,741-44.8% |
| Admin fee / account holder | $5 | $4,480-99.9% | $8,085-99.9% | $5,306-99.9% |