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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 | $3,623 | $52,580-93.1% | $71,671-94.9% | $70,126-94.8% |
| Participation rate | 94.4% | 60.9%+33.6pp | 68.7%+25.7pp | 69.5%+24.9pp |
| Annual return | 0.00% | 20.25%-20.3pp | 20.65%-20.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,441 | $1,616-10.8% | $2,460-41.4% | $2,343-38.5% |
| Participant deferral / active EE | $690 | $2,386-71.1% | $3,438-79.9% | $3,332-79.3% |
| Admin fee / account holder | $0 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |