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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 | $2,299 | $91,559-97.5% | $133,971-98.3% | $79,852-97.1% |
| Participation rate | 92.3% | 73.3%+19.0pp | 79.8%+12.5pp | 69.6%+22.7pp |
| Annual return | 0.00% | 61.85%-61.9pp | 45.09%-45.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,047 | $2,384-56.1% | $3,919-73.3% | $2,471-57.6% |
| Participant deferral / active EE | $1,179 | $3,734-68.4% | $5,047-76.6% | $3,740-68.5% |
| Admin fee / account holder | $80 | $6,321-98.7% | $8,929-99.1% | $5,306-98.5% |