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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 | $1,734 | $54,541-96.8% | $78,778-97.8% | $70,131-97.5% |
| Participation rate | 71.4% | 60.8%+10.6pp | 69.2%+2.2pp | 69.5%+1.9pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $278 | $1,089-74.4% | $1,986-86.0% | $2,342-88.1% |
| Participant deferral / active EE | $960 | $2,210-56.6% | $2,958-67.5% | $3,332-71.2% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |