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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 | $1,935 | $96,562-98.0% | $80,976-97.6% | $273,965-99.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 0.00% | 15.14%-15.1pp | 17.10%-17.1pp | 41.45%-41.5pp |
| Employer contribution / active EE | $569 | $4,868-88.3% | $3,714-84.7% | $4,869-88.3% |
| Participant deferral / active EE | $1,471 | $6,597-77.7% | $5,696-74.2% | $5,287-72.2% |
| Admin fee / account holder | $21 | $7,493-99.7% | $5,516-99.6% | $10,132-99.8% |