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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 | $2,369 | $64,359-96.3% | $90,161-97.4% | $70,124-96.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 28.13%-28.1pp | 34.89%-34.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $929 | $2,046-54.6% | $3,318-72.0% | $2,342-60.4% |
| Participant deferral / active EE | $1,365 | $4,389-68.9% | $5,287-74.2% | $3,332-59.0% |
| Admin fee / account holder | $22 | $3,945-99.5% | $5,943-99.6% | $4,645-99.5% |