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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 | $1,789 | $58,577-96.9% | $83,323-97.9% | $64,181-97.2% |
| Participation rate | 76.7% | 72.0%+4.7pp | 77.8%-1.0pp | 69.6%+7.2pp |
| Annual return | 0.00% | 9.65%-9.6pp | 10.63%-10.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,540 | $4,654-66.9% | $5,565-72.3% | $3,470-55.6% |
| Admin fee / account holder | $0 | $9,275-100.0% | $7,539-100.0% | $4,887-100.0% |