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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 | $946 | $96,956-99.0% | $69,779-98.6% | $273,972-99.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 0.00% | 12.93%-12.9pp | 12.99%-13.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $916 | $3,316-72.4% | $2,338-60.8% | $4,869-81.2% |
| Participant deferral / active EE | $121 | $3,744-96.8% | $2,931-95.9% | $5,287-97.7% |
| Admin fee / account holder | $151 | $7,934-98.1% | $4,381-96.6% | $10,133-98.5% |