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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 | $3,059 | $57,352-94.7% | $83,831-96.4% | $64,173-95.2% |
| Participation rate | 96.2% | 68.6%+27.5pp | 76.1%+20.0pp | 69.6%+26.6pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $4,503 | $2,546+76.9% | $3,631+24.0% | $2,381+89.1% |
| Participant deferral / active EE | $44 | $2,993-98.5% | $4,082-98.9% | $3,470-98.7% |
| Admin fee / account holder | $211 | $4,046-94.8% | $5,479-96.2% | $4,887-95.7% |