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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 | $3,155 | $76,551-95.9% | $123,894-97.5% | $62,881-95.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,584 | $2,882-45.0% | $4,617-65.7% | $2,281-30.6% |
| Participant deferral / active EE | $1,876 | $4,840-61.2% | $5,984-68.6% | $3,203-41.4% |
| Admin fee / account holder | $43 | $4,826-99.1% | $8,357-99.5% | $4,296-99.0% |