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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 | $1,781 | $43,730-95.9% | $121,220-98.5% | $64,173-97.2% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | 0.00% | 68.94%-68.9pp | 16.94%-16.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,315 | $1,297+1.4% | $4,023-67.3% | $2,381-44.8% |
| Participant deferral / active EE | $605 | $2,281-73.5% | $3,345-81.9% | $3,470-82.6% |
| Admin fee / account holder | $36 | $3,502-99.0% | $5,021-99.3% | $4,887-99.3% |