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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 | $3,401 | $77,638-95.6% | $156,551-97.8% | $62,881-94.6% |
| Participation rate | 87.8% | 71.2%+16.6pp | 84.0%+3.8pp | 69.3%+18.5pp |
| Annual return | 0.00% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,060 | $3,444-40.2% | $5,501-62.6% | $2,281-9.7% |
| Participant deferral / active EE | $718 | $3,046-76.4% | $4,871-85.3% | $3,203-77.6% |
| Admin fee / account holder | $136 | $5,561-97.6% | $13,028-99.0% | $4,296-96.8% |