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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 | $1,342 | $99,345-98.6% | $84,753-98.4% | $273,972-99.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $695 | $4,214-83.5% | $3,574-80.5% | $4,869-85.7% |
| Participant deferral / active EE | $645 | $4,270-84.9% | $3,712-82.6% | $5,287-87.8% |
| Admin fee / account holder | $22 | $6,645-99.7% | $5,333-99.6% | $10,133-99.8% |