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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 | $2,936 | $56,894-94.8% | $84,753-96.5% | $62,881-95.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,329 | $2,400-2.9% | $3,574-34.8% | $2,281+2.1% |
| Participant deferral / active EE | $935 | $2,709-65.5% | $3,712-74.8% | $3,203-70.8% |
| Admin fee / account holder | $289 | $3,581-91.9% | $5,333-94.6% | $4,296-93.3% |