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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 | $4,440 | $64,359-93.1% | $90,161-95.1% | $70,126-93.7% |
| Participation rate | 97.3% | 70.4%+26.9pp | 76.9%+20.4pp | 69.5%+27.8pp |
| Annual return | 0.00% | 28.13%-28.1pp | 34.89%-34.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,639 | $2,046-19.9% | $3,318-50.6% | $2,343-30.0% |
| Participant deferral / active EE | $1,223 | $4,389-72.1% | $5,287-76.9% | $3,332-63.3% |
| Admin fee / account holder | $11 | $3,945-99.7% | $5,943-99.8% | $4,645-99.8% |