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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 | $3,069 | $50,947-94.0% | $74,551-95.9% | $64,173-95.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $3,143 | $1,115+181.8% | $1,961+60.3% | $2,381+32.0% |
| Participant deferral / active EE | $973 | $2,302-57.7% | $3,108-68.7% | $3,470-72.0% |
| Admin fee / account holder | $255 | $4,221-94.0% | $5,059-95.0% | $4,887-94.8% |