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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 | $948 | $47,848-98.0% | $81,473-98.8% | $70,126-98.6% |
| Participation rate | 96.2% | 58.3%+37.9pp | 68.0%+28.2pp | 69.5%+26.6pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.15%-73.1pp |
| Employer contribution / active EE | $301 | $1,527-80.3% | $2,568-88.3% | $2,343-87.1% |
| Participant deferral / active EE | $601 | $2,453-75.5% | $3,537-83.0% | $3,332-82.0% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |