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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 | $749 | $54,541-98.6% | $78,778-99.0% | $70,126-98.9% |
| Participation rate | 80.4% | 60.8%+19.6pp | 69.2%+11.2pp | 69.5%+10.9pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $232 | $1,089-78.7% | $1,986-88.3% | $2,343-90.1% |
| Participant deferral / active EE | $443 | $2,210-80.0% | $2,958-85.0% | $3,332-86.7% |
| Admin fee / account holder | $2 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |