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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 | $773 | $41,377-98.1% | $109,313-99.3% | $62,881-98.8% |
| Participation rate | 97.0% | 57.5%+39.4pp | 71.3%+25.7pp | 69.3%+27.7pp |
| Annual return | 0.00% | 11.05%-11.0pp | 22.07%-22.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $276 | $1,276-78.3% | $3,892-92.9% | $2,281-87.9% |
| Participant deferral / active EE | $584 | $2,045-71.4% | $3,166-81.6% | $3,203-81.8% |
| Admin fee / account holder | $33 | $2,884-98.9% | $5,666-99.4% | $4,296-99.2% |