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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 | $3,270 | $72,177-95.5% | $115,038-97.2% | $59,633-94.5% |
| Participation rate | 87.1% | 72.6%+14.5pp | 81.4%+5.7pp | 68.7%+18.4pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,054 | $2,841-62.9% | $4,608-77.1% | $2,203-52.1% |
| Participant deferral / active EE | $1,803 | $4,783-62.3% | $6,026-70.1% | $3,192-43.5% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |