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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 | $2,129 | $96,558-97.8% | $80,977-97.4% | $273,972-99.2% |
| Participation rate | 80.0% | 79.1%+0.9pp | 75.8%+4.2pp | 83.0%-3.0pp |
| Annual return | 0.00% | 15.14%-15.1pp | 17.11%-17.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $868 | $4,869-82.2% | $3,715-76.6% | $4,869-82.2% |
| Participant deferral / active EE | $868 | $6,598-86.8% | $5,696-84.8% | $5,287-83.6% |
| Admin fee / account holder | $23 | $7,493-99.7% | $5,517-99.6% | $10,133-99.8% |